Reports

What is the challenge? We need the email scheduler have Sharing option with Export to Excel so that we ca use the excel for Automation purpose. CSV files are not easy to use for automation in our case when we need to update the status or update co...

What is the challenge? Text fields inside custom tables are displayed in a very narrow input area. They are difficult to edit when entering more than a few words. What is the impact? Text fields are not practical for capturing longer deci...

What is the challenge? We use Note fields in custom tables because decisions require rich text formatting (paragraphs, bullets, etc.). Calculation fields cannot reference Note fields or determine whether they are empty. As a result, formulas such ...

What is the challenge? Calculation fields that return Text values are always displayed in bold. There is no option to display them in regular font or inherit the formatting of the source field. What is the impact? Reports have inconsisten...

What is the challenge? Required field validation is not enforced when a user changes Status from the Prioritization report. When required fields are missing, the UI appears to accept the change, but the status is not actually saved. No valid...

What is the challenge? When a column header is renamed in a list report, the filters still display the original field name. This makes it difficult to distinguish between fields with the same name on different records. What is the impact? Users w...

What is the challenge? Have a table created page in the portal for an aggregate view of all ideas along with custom filters from a shared report in Aha! Roadmaps. When clicking on an idea from this page, you get a small popup that is limited in si...

What is the challenge? When reporting ie on current status of ideas or epics / features this will just show numbers as is and we would like to easily get some visual trend indication for this, like for example given on the volumn panel of ideas W...

Teams need to compare the built-in Assigned to field with one or more custom Users fields directly inside list report calculation columns. Today there is no supported native way to create a calculated column that reliably identifies a mismatch bet...

I basically want to create a report which finds Slippage (4+ Delays): The due date has been pushed backward on 4 or more separate days. Strict Deduplication Rule: If a due date is modified multiple times on the exact same day (e.g., changed to the...