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My ideas: Reports

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Provide the URL in the Export from "shared as webpage" tab in Shared reports and documents

What is the challenge? For auditing purposes, we need the URL of the shared webpage. What is the impact? Will allow stakeholders to review webpages from a security perspective and potentially disable reports that share proprietary information. Des...
Guest about 1 month ago in Reports 0 Future consideration

Enable folks to edit fields in report views

Ex: we have a workflow that requires additional inputs at each stage and list views developed to show reports of the records that go through this workflow. Rather than clicking on each record name for every record in the report to provide edits in...
Danielle A over 3 years ago in Reports 6 Future consideration

"Create new chart" button on the chart page

What is the challenge? Currently, when I go to lists, there is a create new list button which makes it easy to add new list reports. On the charts page however I don't see a button for this. What is the impact? I have to create a new list report, ...
Guest about 1 month ago in Reports 0 Future consideration

Create Report of Reports to see which reports are shared externally

What is the challenge? I want to build a report of all our reports in order to archive old & out-of-date reports. I especially want to build a report to see all reports that are shared externally as webpages so that I can ensure they're being ...
Eliza Crawford about 1 month ago in Reports 0 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

Allow drill down into 'Related' records on Presentations and Webpage share

We attach a lot of ideas and/or features to epics, initiatives, and goals. That level of granularity is not needed in the presentation itself or the initial webpage view, in which we display only high level planning objects (initiatives, epics, go...
Guest almost 3 years ago in Presentations / Reports 5 Future consideration

Shift dashboard panels when resizing

When resizing a dashboard panel, the default action is to overlap with panels beneath. I'm not sure of when that use case would be preferred over rather shifting down or across a panel that conflicts with the panel boundaries you are moving around...
Madeleine Black about 1 year ago in Reports 1 Future consideration

Using predefined tags fields in a report calculated field

The ability to use a predefined tag field in a calculated column. For example, if null or if it contains X. You can currently do that via filters however, then your report would exclude records.
Guest over 4 years ago in Reports 6 Future consideration

Reportable field for Idea portal comment DATE

Who would benefit? Idea Portal Administrators What impact would it make? Make it possible to easily find comments that were recently added to portal ideas. How should it work? When I'm creating a report on Ideas, I want there to be fields for the ...
Amanda K 11 months ago in Reports 2 Future consideration

Enable filtering records on related tab by the workflow status rather than status category

What is the challenge? Filtering on related items is based on the Aha category of status, not the custom workflow status of the workspaces, limiting our ability to filter what we want to view in related items What is the impact? This limits our ab...
Steven Schafer 8 months ago in Reports 0 Future consideration