Reports

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In pivot table column headings use natural order for custom field values

If a custom field has pre-defined values, then order the headings by the order of those values.

Chris Waters almost 9 years ago in Reports 1 Unlikely to implement

Add functionality to track changes made to a custom table field for reporting

At the idea level there is a status and there are fields we can use with reporting that show us the date when the idea moved to a new status. We have a sub-status field in a custom table that also has a status field but I cannot see any reporting ...

Guest over 5 years ago in Reports 1 Future consideration

2 VOTE

Display description of a report, view etc. in the Library>Overview

If you have a lot of similar reports, it can be cumbersome to find the exact one you're looking for. It will be a lot more efficient if you could see this instead of having the view the report details

Guest about 2 years ago in Reports 0 Future consideration

2 VOTE

Pivots and/or Charts for initiatives and goals could be very powerful

Hello, I am putting together pivot report showcasing goals and initiatives for 2023. Initiatives are distributed into columns based on initiative timeframe field / in our case smth like 2023/ALL, 2023/Q1, 2022/Q2 and so on. Considerations Please t...

Daniel Pokrývka about 2 years ago in Reports 0 Future consideration

3 VOTE

Area charts for dashboards

Why: we want to show how many ideas of which categories are coming over time and how this changes. Pie charts are the most readable, but can't show the time dimension. Bar charts can do two dimension, but are less readable for this purpose. Who: e...

Wessel Stoop over 3 years ago in Ideas / Reports 0 Future consideration

8 VOTE

Reporting Sort Options for Custom Fields

Categorical values, such as in a custom field with a pre-defined choice list, are by default sorted alphabetically in reports. However, in many instances there's a preferred or implicit ordering of categorical values. For example, the sequence "co...

Matt Case almost 9 years ago in Reports 4 Will not implement

3 VOTE

Reports - Calculated columns to track changes to Field names

Currently, if you create a calculated column in a report, you can select fields from a picklist and use them in the equation. However, if there is a change to the field's name (for example 'Budget' > 'Budget (assumed)', then the calculation bre...

David Burrows over 3 years ago in Reports 0 Future consideration

3 VOTE

Add ability to filter by Color

Right now I can not filter by the project field Color. We use this field to flag our projects and it is very visible if someone makes a mistake. Right now I have a report per color but I have to use the tags but if a team member forgets or types i...

Guest over 3 years ago in Reports 0 Future consideration

1 VOTE

Automatically include "Goal archived" or "Initiative archived" filter in strategy reports

Who would benefit? Anyone building reports that are based off goals or initiatives. What impact would it make? Save time and ensure completeness of reporting. How should it work? When creating a list/pivot/custom roadmap report that starts with go...

Madeleine Black about 1 year ago in Reports 0 Future consideration

3 VOTE

Add an "is not blank" filter to the "Roll up to initiative" reporting field

We want to be able to report on initiatives that are child initiatives of other parent initiatives. Currently you can list these down but cannot filter only those that are child initiatives. Having an

Dave Tucker over 3 years ago in Reports 0 Future consideration

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