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Configure Report Sharing at Folder Level / Administrative Level

What is the challenge? Currently in order for a user to see or interact with a folder - they must have access to a report in that folder. In our environment - we have a predefined folder structure for reporting but unless we create a generic repor...
David Willequer 1 day ago in Reports 0

Enable filtering records on related tab by the workflow status rather than status category

What is the challenge? Filtering on related items is based on the Aha category of status, not the custom workflow status of the workspaces, limiting our ability to filter what we want to view in related items What is the impact? This limits our ab...
Steven Schafer 6 days ago in Reports 0 Future consideration

Portfolio Initiative ‘progress bar’ calculations

Who would benefit? We have Portfolio Products that ‘Influences federated teams’ (i.e. product workspaces) and need visibility to the planned Strategy progress in workspaces that not owned. What impact would it make? The Portfolio Product does not ...
Mike Jacobson about 1 month ago in Reports 0 Future consideration

Ability to have the 'Create a copy' option maintained when copying a dashboard

What is the challenge? I have a template dashboard where I have unchecked the 'Create a copy' box to I can maintain a single copy of the reports in the dashboard. When I make a copy of the dashboard template, the 'Create a copy' setting is lost in...
Cheryl Hatos 13 days ago in Reports 0 Likely to implement

Intelligently reduce fields shown when adding fields to a report

What is the challenge? When I am building a report, every time I go to add a field to a report, I get a dropdown showing every possible field associated with that record. Fields for every custom workflow for every workflow in the account, tons of ...
Max Robbins about 1 month ago in Reports 1 Future consideration

Identify what reports a field is used in (a tracer concept)

What is the challenge? When a new team is coming into Aha, there's a lot of evolution in how we're using Aha and changing fields rapidly - not knowing what reports a field was used in and needs to be replaced with a new field makes it painful to r...
Steven Schafer 7 days ago in Reports 0 Future consideration

Allow custom colors for custom table many-to-many fields

What is the challenge? I've set up a many-to-many custom table field to take the place of a multi-select custom field. I can't change the color of the custom table entries, like I could with the multi-select tags. It makes it difficult to quickly ...
Guest 27 days ago in Reports 0 Future consideration

Use "link document type" in equations

What is the challenge? When reporting on linked documents and ideas from the research tab to validate supporting research, the "link document type" is not available in equations to perform calculations on linked items. What is the impact? The link...
Nathaniel Collum 8 days ago in Ideas research / Reports 0 Future consideration

When a custom table field is used in a key result, cannot report on the key result's custom table

What is the challenge? I am using a custom table on key results to report on quarterly updates to the key result. When I go to build a report, the custom table does not show as a record related to my key result record. What is the impact? Limits p...
Max Robbins 8 days ago in Reports / Strategy 0 Planning to implement

Add Key Results to Hierarchy Report

Who would benefit? Teams using OKRs that choose to associate work with Key Results rather than the Objectives What impact would it make? More logical display of strategy through the new OKR records in the Hierarchy report How should it work? Abili...
Justin Woods about 1 month ago in Reports 0 Future consideration