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Scheduled delivery of quarterly/monthly reports

Who would benefit? Managers who need to review performance at regular intervals (e.g. quarterly, monthly) and those who prepare the reports. What impact would it make? Streamline the work of preparing reports by automating the assembly and deliver...
Guest 21 days ago in Reports 0 Already exists

Set default fields when using a "View in report" link in a Related tab

Who would benefit? Everyone who needs more information on Related items. What impact would it make? It would significantly cut down on the time I spend running status and planning reports. How should it work? We relate features to goals, initiativ...
Guest 15 days ago in Reports 1 Already exists

Natural sort of status in idea report

Who would benefit? Anyone who needs to report the status of a large number of ideas (typically in preparation for meeting with a specific customer) and wants to make sure that things already implemented shows up at the top of the report to make su...
Guest 30 days ago in Reports 0 Already exists

use calculated columns of lists also for charts

Who would benefit? All people who must create sophisticated reports What impact would it make? Better reporting How should it work? Once created calculated columns for a list of records, it should be possible to use these calculated columns in cha...
Thomas Grill about 1 month ago in Reports 0 Already exists

Reinstate "Select All" in report filters while also keeping "Clear All"

We used to be able to select all in a report filter and then deselect a few options from a very long list of dropdown options. There's another idea for this listed as "shipped" in 2019. I'm not sure why this capability was revoked.
Emily Millman 7 months ago in Reports 1 Already exists

Able to sort on aggregate values in cells in pivot tables

Who would benefit? All users that view reports What impact would it make? Prevent exporting to Excel for simple aggregates How should it work? A user should be able to sort on the aggregated values in cells, like count, sum, etc. Apparently today,...
Matt Kalan about 2 months ago in Reports 4 Already exists

Ability to create a folder structure within the Roadmaps > Overview folders (i.e. add a hierarchy of children folders to the top level folders) so that I can better organize my reports.

Who would benefit? Individual product teams, cross-funtional teams looking across workspaces. What impact would it make? Users could easily find the report they are looking for. How should it work? The folder structure should mimic Box or Dropbox ...
Guest about 2 months ago in Reports 1 Already exists

Option to select CY vs FY in date based views

Who would benefit? Anyone who's financial year end doesn't match the calendar year. For us, our financial year starts in Q2 (AMJ), I can't see how to either adjust the FY start dates or switch the views to say CY instead. What impact would it make...
Chris Haggan about 2 months ago in Reports 0 Already exists

Filter by multi-select field "is null" in custom filter functions

Who would benefit? Reports for auditing purposes What impact would it make? Allow custom functions to flag "is null" for multi-select fields that don't contain data. Currently unable to build custom functions for this type of field. How should it ...
Emily Millman 6 months ago in Reports 1 Already exists

Allow custom fields in custom tables as filters as reports

I want to be able to add the fields in my custom tables as filters for my reports. I can add them to the reports for display already. Just need them the option to filter on them please.
Guest over 7 years ago in Reports 2 Already exists