Intelligently reduce fields shown when adding fields to a report
What is the challenge? When I am building a report, every time I go to add a field to a report, I get a dropdown showing every possible field associated with that record. Fields for every custom workflow for every workflow in the account, tons of ...
Max Robbins
11 months ago
in Reports
2
Future consideration
Values in drop-downs for filters in reports would be based on the actual results, not all valid values
What is the challenge? We have a sales territory hierarchy and so the valid values of one field depends on the previous other values chosen. However right now, if choose the USA as an Area, I still have choices like England and Spain for the Regio...
Matt Kalan
11 months ago
in Reports
0
Future consideration
What is the challenge? Is there a way to report on across the Account Level to see any product line / workspace that has custom terminology? How would you solve it? It would allow Admins to filter on the different custom terminology being used? Wh...
Mike Jacobson
11 months ago
in Reports
1
Future consideration
What is the challenge? When changing the filter, in my use the workspace, on a configured chart report I have to hard refresh using the browser refresh option to get the chart to update. How would you solve it? on detail and pivot reports when you...
Guest
11 months ago
in Reports
0
Future consideration
Set default fields when using a "View in report" link in a Related tab
Who would benefit? Everyone who needs more information on Related items. What impact would it make? It would significantly cut down on the time I spend running status and planning reports. How should it work? We relate features to goals, initiativ...
Ability to re-arrange filters in a report - shared or non shared report
Who would benefit? All users using reports What impact would it make? Allow the report writer to customize the filtering to follow a logic from report to report as filters could be rearranged How should it work? Report writer can re-arrange the re...
Steven Schafer
11 months ago
in Reports
0
Future consideration
Who would benefit? Teams using OKRs that choose to associate work with Key Results rather than the Objectives What impact would it make? More logical display of strategy through the new OKR records in the Hierarchy report How should it work? Abili...
Justin Woods
11 months ago
in Reports
0
Future consideration
Allow (clickable) hyperlinks in webpage reports and roadmaps
Who would benefit? All Sales and client facing teams using our roadmaps What impact would it make? Sales and client-facing teams often complain they can't easily download or get to resources linked to shipped (or soon-to-be-shipped) roadmap initia...
Sylwia Zalinska
11 months ago
in Reports
0
Future consideration
Who would benefit? Managers who need to review performance at regular intervals (e.g. quarterly, monthly) and those who prepare the reports. What impact would it make? Streamline the work of preparing reports by automating the assembly and deliver...
Enable record link display to be customised in reports
Who would benefit? All users What impact would it make? Record links which have been added to description fields can be modified to show the name of the record. When bringing this description field into a report the record link display reverts bac...
Stuart Blair
12 months ago
in Reports
0
Future consideration