Reports

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...

What is the challenge? We implemented the 'Send Rank to a Custom Field' strategy for setting Epic + Initiative ranks. However now we have our customer field called 'Prioritization Rank' as well as the OOTB "Epic rank" and "Initiative rank" fields....

What is the challenge? At times, someone may need to take over an email schedule for a webpage, for example, generated out of a report or dashboard Schedules are limited to owners A copy of the dashboard can be created so a new person can co...

What is the challenge? When customers sync ranks from the prioritization view to a custom field, the rank value remains on the record even after it is removed from the view. This results in duplicate or outdated rank values persisting across rec...

What is the challenge? I've built a custom roadmap that is often used to in presentation to steering groups etc where I would like to present them without the blue line marking todays date as the presentation sometimes are prepared ahead of time...

What is the challenge? In the advanced filter modal there is no option to "Ask Elle" to create a fitler. What is the impact? You must add filters directly in the report UI to utilize "Ask Elle" Describe your idea. Add the "Ask Elle" option to th...

What is the challenge? When creating a Now Next Later roadmap, I must select a date field and a timeframe. What is the impact? I'm not able to create a Now Next Later roadmap that's not tied to dates. I could do this in a whiteboard but I ...

What is the challenge? The "Filter updates" field in Integration settings is not currently available in the reporting data model. It's not possible to pull this field into a worksheet or report to make any filters visible to users who are not the ...

What is the challenge? It's not currently possible to report on a workspace's setting for Auto-shift dependent record dates What is the impact? You would have to go into each workspace individually to check this. Describe your idea Make this setti...

What is the challenge? There's no way to filter for parent initiatives that don't have child initiatives rolled up to them. We can find "orphaned" children (using "Roll up to initiative is blank"), but not the inverse - parents without children....