Reports

What is the challenge? When editing an initiative prioritisation view, the customer sees Add records related to initiative, but selecting it returns No results. The available options also differ between prioritisation views, such as feature pr...

What is the challenge? Aha! pivot reports cannot group different custom fields as independent dimensions within the same table. Adding multiple fields creates a nested hierarchy rather than separate sections. What is the impact? To compare counts...

What is the challenge? Text fields inside custom tables are displayed in a very narrow input area. They are difficult to edit when entering more than a few words. What is the impact? Text fields are not practical for capturing longer deci...

What is the challenge? We use Note fields in custom tables because decisions require rich text formatting (paragraphs, bullets, etc.). Calculation fields cannot reference Note fields or determine whether they are empty. As a result, formulas such ...

What is the challenge? Calculation fields that return Text values are always displayed in bold. There is no option to display them in regular font or inherit the formatting of the source field. What is the impact? Reports have inconsisten...

What is the challenge? We have an important case where we model relationships n:m for our AI product portfolio - basically Agents are packaged into Assistants, but an Agent can also be in multiple Assistants. To model this we are using contains bu...

What is the challenge? When creating a report of work requests, the filter for assignees is just a long list of every product line / product in our organization with no obvious sorting. I personally have 100+ products and product lines to supp...

What is the challenge? Sometimes when a report in a shared webpage has filters with very large numbers of options we end up rendering a broken shared webpage What is the impact? Reports shared as webpages that have this issue don't work Describe...

What is the challenge? That is how often my RCEO's want to receive them What is the impact? CEO's are not getting report in the requested format Describe your idea. Ability to send email every two weeks currently the functionality does not allow

What is the challenge? For Non-Nursing Home account - They need a report that tells them when a prescription will expire (365 days) based on the date written. What is the impact? These accounts need to know when a Rx is due to expire so they can ...