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Support changing embedded report type

What is the challenge? If you create a custom report and add it as an Aha! view to a note, if you untick 'Create a copy', and then change the report to a different type (such as changing from pivot to list) it stops displaying properly in the note...
Daniel Campbell about 21 hours ago in Reports 0 Future consideration

Update idea rank should remove value for records removed from ranked list

What is the challenge? When you click "update idea rank" in a prioritization view, it doesn't remove the rank value from any records that have been removed from the list. What is the impact? Over time, this causes records (ideas/features) reports ...
Jon Ragsdale 1 day ago in Features / Ideas / Reports 0

Best Estimate In Reporting

What is the challenge? Can't see one best estimate in list/pivot reports, need to see just one to simplify reporting What is the impact? Requires pulling in two data fields which confuses users in report Describe your idea Enable a best estimate s...
Steven Schafer 2 days ago in Reports 0 Likely to implement

Option to select Aha! views on the research tab

What is the challenge? The research tab allows us easily to collate information from a variety of sources but not Aha! itself. What is the impact? Aha! data at our fingertips from within a record Describe your idea The research tab has an option t...
Steve Dagless about 10 hours ago in Reports 0 Future consideration

Use the view name to name exported files

This is a very little thing but it would be lovely if files exported from Aha! were given the same name as the view that was exported. Then I could download the exported file and look for it locally by a name that I recognise and is meaningful to ...
Steve Dagless about 15 hours ago in Reports 0 Future consideration

System admin should be able to update/enable email schedule for reports

What is the challenge? Even admins cannot update/enable email schedule for reports that created by other users. What is the impact? It will be a huge effort to update report link to new one if report createor is not longer in system and reports ar...
Ashton Tsou about 16 hours ago in Reports 0 Future consideration

Reorder filters in reports

What is the challenge? There is often an order of filters for a report that is logical, but that order can't be changed today. Oddly, you can even drag a filter in the Add Filters window but it can't be dropped anywhere What is the impact? Harder ...
Matt Kalan 3 days ago in Reports 0 Future consideration

Include dashboard Text Panels in the View only permissions

What is the challenge? Users that do not have a Roadmap license are able to edit Text Panels on View only dashboards What is the impact? Text panel information is being deleted by users that we can't track because that data doesn't show in the Acc...
Katie Tokarz 6 days ago in Reports 0 Likely to implement

Portfolio Initiative ‘progress bar’ calculations

Who would benefit? We have Portfolio Products that ‘Influences federated teams’ (i.e. product workspaces) and need visibility to the planned Strategy progress in workspaces that not owned. What impact would it make? The Portfolio Product does not ...
Mike Jacobson 2 months ago in Reports 0 Future consideration

Intelligently reduce fields shown when adding fields to a report

What is the challenge? When I am building a report, every time I go to add a field to a report, I get a dropdown showing every possible field associated with that record. Fields for every custom workflow for every workflow in the account, tons of ...
Max Robbins 2 months ago in Reports 1 Future consideration