Skip to Main Content
ADD A NEW IDEA

Reports

Showing 717

Display whether an activity is a milestone or a phase in a list/report

Creating a list of milestones or having activity type (milestone or phase) is/would be extremely useful when reporting for key stakeholders and senior level leaders. I'm surprised this is not currently available.
Guest almost 4 years ago in Reports 0 Future consideration

Customize margins within pivot reports

It would be delightful to be able to reduce the cell margins in the pivot reports, so as to be able to create more visually dense displays to use as dashboards.
Guest almost 4 years ago in Reports 1 Future consideration

Tags being an entity in Reports

I'd like to replicate the Tags view in the Account settings Tags view i.e. I want to be able to create a list report based on Tags as the primary data item, not just as an attribute of others things. This is because tags are a common connection be...
Guest almost 4 years ago in Reports 0 Future consideration

Email domain filter should support wildcards

When filtering email reports, sometimes I would like to be able to create a search that will automatically add any new domains that a customer may generate so as their users onboard to the tool, the report is already set up to capture their activi...
Yancey Larochelle-Williams almost 4 years ago in Reports 3 Future consideration

Add background image support for charts

I would like to be able to upload my own background image to display in charts. i'm using reporting and scatter or pivot charts. I'd like to add a graphic to my charts VS only being able to change the chart background color..
Gary C almost 4 years ago in Reports 0 Future consideration

Ability to link the workspace / product record to more record types.

Currently it is only possible to link the Workspace / Product records to the following record types: Persona Competitor Creative Brief Strategic Model Workspace Settings This limits the ability to create a report that shows how many products/works...
Justin Woods almost 4 years ago in Reports 0 Future consideration

Pivot report >Custom Fields - Notes enable sorting

Within Pivot you are able to sort on the custom field - text However you are not able to sort on the custom field - Note Within the system text is defined as a single line of text, whereas note is defined as a multi line string of text. The only d...
Guest almost 4 years ago in Reports 0 Future consideration

List Report - Manually order the records

When you have created a List Report, the ordering is defined based off the data of the items within the list e.g. alphabetical, Scorecard. It would be great to order regardless of any data, similar to how Features and Master Features can be listed...
Guest about 4 years ago in Reports 3 Future consideration

"Not Contains" search functionality in Reports/Roadmaps

For Roadmap attribute search functionality provide a "not contains" value and logic when filtering on a Custom Field of type text in a List / Pivot report.
Victoria Morrella about 4 years ago in Reports 0 Future consideration

"Approval not completed by" field on Approval records

There is a field on an approval record that allows you to see which users have completed the approval request. However it would also be useful to have a field that shows who has not yet completed the approval request. It could be called "Approval ...
Justin Woods about 4 years ago in Reports / To-dos 2 Future consideration