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Pivot Charts - Allow users to click in and view records from pivot chart

What is the challenge? Currently if we have a pivot chart on our dashboard, you cannot click into the Summary Totals within cells and see the records which relate What is the impact? This adds lots of clicks, because if you want to drill in and se...
Logan Lim 3 months ago in Reports 0 Future consideration

Maintain pill formatting in reporting views

What is the challenge? When a record is mentioned within the text editor we can adjust the information that displays in the pill, those settings are not maintained when pulled into a report. What is the impact? Only the record ID displays ...
Kristina Gass 29 days ago in Reports 0 Future consideration

Support History (last 90 days) fields in calculation column formulas

What is the challenge? History (last 90 days) are not supported in calculation columns What is the impact? Text analysis formulas like substr don't enable me to conduct further analysis on history fields that could summarise or extract ins...
Terence Osmeña 25 days ago in Reports 0 Future consideration

Updating a chart drill-in list view from a dashboard panel should update the chart's saved view

What is the challenge? When clicking a chart report's drill-in from a dashboard panel, adding fields to the list report drill-in does not update the saved view of the chart report. What is the impact? If I want additional information shown...
Terence Osmeña 14 days ago in Reports 0 Future consideration

Allow comparison of history as of a certain date

What is the challenge? I need to be able to look at current dates on a set of records and compare them to the dates of that record as of a certain date so I can understand what has changed and the impact/duration of that change. Specifically, I ...
Bonnie Trei 14 days ago in Reports 0 Future consideration

Separate data in History Changes

What is the challenge? Because of the way date changes are displayed in the history changes column, when wanting to analyze date changes, there is not a way to parse out the "changed from date" from the "changed to date". This could be needed to...
Bonnie Trei 14 days ago in Reports 0 Future consideration

Include custom table history in new history table

What is the challenge? Custom table data entry can either be associated to a specific record or directly from the workspace > custom table area. Teams want the ability to report on change to custom table data. What is the impact? Teams are unab...
Kristina Gass about 1 month ago in Reports 0 Future consideration

Add ability to report on source of record creation

What is the challenge? There are a few ways records can be created today: Via the UI Copied Converted Via an integration It is not easy to quickly understand the source of record creation. What is the impact? Teams are trying to understand where r...
Kristina Gass about 2 months ago in Reports 0 Future consideration

Being able to select multiple reports at once when creating a dashboard

What is the challenge? Having to add each panel individually What is the impact? Saving time Describe your idea Being able to select multi reports (panels) to add to a dashboard at once
Michael DaCruz 10 days ago in Reports 0 Future consideration

Display page navigation within reporting views on the top and bottom of results

What is the challenge? If a team has a large report they have to scroll to the bottom of the page in order to move to a different page of results. What is the impact? Longer time to find the right details in a view. Describe your idea Add page nav...
Kristina Gass about 1 month ago in Reports 0 Future consideration