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
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
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
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
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