Reports

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....

Add an option for dashboard filters so that the Epic name dropdown can be restricted to a single specified workspace. The user wants the Epic name filter to: Show only epics from one workspace (for example, a specific portfolio workspace) so tha...

What is the challenge? Currently there is only the possibility to create charts using the field idea created date/month/year What is the impact? For quarterly business reviews and general reporting it would be helpful to automatically have the qu...

What is the challenge? For individuals that work across workspaces, it's extremely annoying to have to keep "resetting to default view" from a Saved Gantt view from another workspace, which appears automatically. I understand defaulting to a Saved...

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 are tracking ideas that are both big and small, so some get promoted to an iniative, some would be an epic or feature or releasees. All reports you have to pick a specific related record, so we can't have one report that ...

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? Aha! only provides a “Quarter” column based on the end date for certain record types (e.g., Initiatives, Epics, and Features). There is no equivalent quarter value based on the start date, and other record types with date ra...

What is the challenge? I have created a History Report and cannot get the "Search history changes" filter to return anything when searching for specific Status. For example, I am trying to filter down to any History where Status is "Testing Failed...

What is the challenge? Linked records related to linked records (via record links and connected records) cannot be easily surfaced or reused across reports and views due to data model limitations. For example, if I build a view with the hierarch...