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My ideas: Reports

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Dashboard filters should not rely on underlying embedded filters

Who would benefit? Users with dashboards that have embedded reports. What impact would it make? It would make the dashboard filtering behavior far more intuitive How should it work? When you add a dashboard filter, the filter should be applied, ev...
Will Lawrence about 2 months ago in Reports 0 Future consideration

Improve performance of list reports shared to pages in an idea portal

Who would benefit? Portal users who use list reports What impact would it make? It would save time and increase the likelihood that portal users stick around to use the list. As it currently stands it takes such a long time to render large lists t...
Guest 2 months ago in Reports 0 Future consideration

Allow sorting pivots by other fields when only description is displayed

When creating a pivot report and using the description field of our release phases to group records as columns, we are unable to select another field to drive the sort order. The application only allows us to sort alphabetically by the description...
Michael Judge 2 months ago in Reports 0 Future consideration

Show selected fields as suggested filters when building a report

When building a report, it would be a huge time saver if the selected data fields were served up automatically as suggested filters. Practically every report I build I'm going to want to add filters for a few of the data fields I added. I expect t...
Todd Meyer 2 months ago in Reports 0 Future consideration

Make the report folder organization similar to the "documents" section

Who would benefit? All users creating reports What impact would it make? It will allow to better organize existing reports, roadmaps, etc. How should it work? You should allow to sort folders, create subfolders, add icons to the folders, to easily...
Victor Herrera 2 months ago in Reports 0 Future consideration

Able to sort on aggregate values in cells in pivot tables

Who would benefit? All users that view reports What impact would it make? Prevent exporting to Excel for simple aggregates How should it work? A user should be able to sort on the aggregated values in cells, like count, sum, etc. Apparently today,...
Matt Kalan 2 months ago in Reports 4 Already exists

Ability to create a folder structure within the Roadmaps > Overview folders (i.e. add a hierarchy of children folders to the top level folders) so that I can better organize my reports.

Who would benefit? Individual product teams, cross-funtional teams looking across workspaces. What impact would it make? Users could easily find the report they are looking for. How should it work? The folder structure should mimic Box or Dropbox ...
Guest 2 months ago in Reports 1 Already exists

Option to select CY vs FY in date based views

Who would benefit? Anyone who's financial year end doesn't match the calendar year. For us, our financial year starts in Q2 (AMJ), I can't see how to either adjust the FY start dates or switch the views to say CY instead. What impact would it make...
Chris Haggan 3 months ago in Reports 0 Already exists

Progress Chart Dashboard Panel - show hovers and legend; respect Dashboard filters

Who would benefit? Viewers of Progress chart on Dashboard What impact would it make? Better understanding of Dashboard panel data How should it work? When viewing the progress panel as the report itself, one can hover over the various events to se...
Greg Lyons 3 months ago in Reports 0 Future consideration

Add indicator to reports when a "Default view" is being viewed

Who would benefit? Users utilizing "Default views" in their workspaces for multiple reports. What impact would it make? When clicking between different variants of similar views such as lists/pivots/charts, or pulling up many different reports in ...
Maria Plotkina 3 months ago in Reports 0 Future consideration