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My ideas: Reports

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Ability to apply a graduated color scheme (a la Google Sheets) to a data column

What is the challenge? We are forced to do a apply a calculated column to bucket data, whereas it would be much simpler to be able to apply a gradient color scheme to a data column. For example "Days Overdue" and it gets progressively more Red as ...
Brittani Carmandi-Weber 3 months ago in Reports 0 Future consideration

Ability to apply conditional formatting to multiple columns

What is the challenge? Conditional coloring is limited to a single column. What is the impact? Inability to highlight multiple problem areas in a single report. Describe your idea Allow conditional coloring for multiple columns.
Brittani Carmandi-Weber 3 months ago in Reports 0 Future consideration

Ability to apply conditional formatting to a single cell, rather than the entire Row.

What is the challenge? Conditional formatting must be applied to the entire Row, not just a single cell. This can result in reports being overwhelming and not drawing attention to the important details that we want them to focus on. What is the im...
Brittani Carmandi-Weber 3 months ago in Reports 0 Future consideration

Auto-download csv export

What is the challenge? It's easy to miss that you have to click a link to download the CSV especially if it takes a while What is the impact? I sometimes miss it, then have to rerun the export Describe your idea Auto-download the csv once the expo...
Todd Meyer 3 months ago in Reports 0 Future consideration

Prettier single-number pie charts in new charts

What is the challenge? Single numbers in pie charts look like this: What is the impact? Whereas in classic charts, it's possible to display single-number pie charts like this: Describe your idea We'd love to display high-level metrics like this in...
Nathaniel Collum 3 months ago in Reports 0 Future consideration

Color Banding option for Roadmaps

What is the challenge? Reports are often a ton of white space, and it makes following the data through an entire line (on a list or pivot table) difficult. I can manually create color banding (on at least one field - typically the lead field) by u...
Rosie Wojciulewicz 3 months ago in Reports 0 Future consideration

Make it easier to select a record type for list reports

What is the challenge? There are a lot of record types we can report on. They are not sorted alphabetically (note the custom tables section below is sorted alphabetically) so it's annoying to look through it to find the record I want What is the i...
Vitaliy Dolbilov 3 months ago in Reports / Roadmaps 0 Future consideration

Reports: Allow inclusion of Is not criteria in Filters

What is the challenge? When a large amount of values are included in a filter selection (we use organisation). There is no way to positively exclude a particular selectable value. Filters appear to act as an "in list' type of function whereas we w...
Martin W 3 months ago in Reports 2 Already exists

Create folder button in Roadmaps Overview section

What is the challenge? My coworker and I struggled to find the right button to create a new folder on the Roadmaps -> Overview page. The design doesn't seem super intuitive; instead of having a "Create folder" button up top (or similar) users h...
Marlee Ellison 3 months ago in Reports 0 Future consideration

Link to folder from report

What is the challenge? When viewing Report details, the "Save in" location can not be navigated to What is the impact? When working with sets of reports in a saved folder, I spend extra time navigating back to Roadmaps/Folders/ instead of just cli...
Jon-Paul Ciambra 3 months ago in Reports 0 Future consideration