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Add ability to reference linked Organizations in a idea scorecard calculation

We are embracing the Organization object, and have populated our organization records with various data points, including the ARR for each Organization. As part of our scorecard calculations we would like to include the sum of the ARR of or organi...
Alex Horan over 1 year ago in Ideas 0 Future consideration

Standardize active user calculation

Aha! shows how many users are active in an account in two places: On the Billing page and in the CSV download of users on the Users page. For the Billing page, the number is calculated using the last login time, but for the CSV the report shows th...
Emily Yankush about 2 years ago in Account settings 0 Future consideration

Make the + add record types button much more obvious

What is the challenge? It's great that we have the + button to add lots of different things but it's really hidden and not very obvious. What is the impact? New users struggle to find efficient ways to add things into Aha! and this causes frustrat...
Mike Lowery 4 months ago in Roadmaps 0 Future consideration

custom layout templates based on fields other than status

Would be great to be able to change the layouts based on the "type" field or a custom field setting. We have some fields that are only relevant based on a specific classification of work and it would be great to be able to provide a specific UI ba...
Rachel North almost 3 years ago in Application 2 Future consideration

Simplify navigation to My Reports

A small item but a constant irritant. I should be able to access the dashboard of reports with one click, but I have to click 'Roadmaps' (only some items under this tab are Roadmaps - which is additionally confusing) then move down to Overview, th...
charles bagnall over 5 years ago in Reports 5 Future consideration

Allow dashboard read only users to easily open the report behind the panel

When we create dashboards we set them as read only to avoid any unintended changes being made to them however the dashboards are designed to be used by users to trigger action, so they need to be able to easily get to the filter behind the panel. ...
Eamonn Corrigan about 3 years ago in Reports 1 Future consideration

Add Workspaces linked record options under related

We have our workspaces broken down by teams. Sometimes a team may need to make changes to an area of the program that is owned by another team. We need a way to document this. It would be great if under the related section - Linked Records, we had...
Brett Wilmeth over 1 year ago in Releases 1 Future consideration

Ability to adjust report element hierarchy

In pivot and/or list reports, I often have the original report correct but then need to adjust what is the master record and/or how the elements are related. I also have had this issue with custom roadmaps. Right now, I have to take snapshots of t...
Cheryl Hatos about 3 years ago in Reports 0 Future consideration

Use whiteboards to visualize object record relationships

use the whiteboard functionality to take a record and create a visualization of the related records up and down the hierarchy.
Eric Cannady about 2 years ago in Whiteboards 0 Future consideration

Improved Idea Notifications

Who would benefit? Product Managers/Owners What impact would it make? Improved communication How should it work? As customer feedback is entered as an idea, it is assigned to the associated Product Manager. There is no notification that a new idea...
Mike Levinson 9 months ago in Ideas 0 Future consideration