Reports

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...

What is the challenge? When a shared roadmap or report includes both workspace and initiative or goal filters, the initiative and goal filters can still display initiatives and goals from outside the selected workspace. This happens because init...

What is the challenge? i want to use counts to have a clean view of records in a pivot table, but i want to be able to see what's behind the count. This works on a chart view in a fashion - its not the best UX there but its better than a static co...

What is the challenge? I have a report which has multiple views i.e. a list, pivot and chart. When i use the report in a dashboard, it uses the saved view in the dashboard. I like the ability to display the same data in different ways but it doesn...

What is the challenge? When I add a calendar widget to a dashboard, the month I'm viewing is not clearly labeled after I've scrolled down What is the impact? Difficult to see what date I'm in Describe your idea. Keep the month header pinned wh...

What is the challenge? We can filter on 'show all votes' (proxy votes and customer votes), 'only show proxy votes', or 'only show votes linked to opportunities'. This is missing the option for 'only show customer votes' if I want an easy way to se...

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? There is not a way to report on spreadsheet data across multiple records What is the impact? Manual work-arounds Describe your idea. Enable spreadsheet data to be reportable in custom reports

What is the challenge? When the Key Tactic field on a Workstream record is changed, that update is not available as a field option in the history report. This makes it difficult to track when the Key Tactic selection was updated over time. W...

What is the challenge? The "time in status" fields for a Team workflow are not available for records that have both a Workspace (Roadmaps) and Team (Teamwork) workflows. These records only have reporting available for the Workspace statuses/workfl...