Ability to have the 'Create a copy' option maintained when copying a dashboard
What is the challenge? I have a template dashboard where I have unchecked the 'Create a copy' box to I can maintain a single copy of the reports in the dashboard. When I make a copy of the dashboard template, the 'Create a copy' setting is lost in...
What is the challenge? When reporting on linked documents and ideas from the research tab to validate supporting research, the "link type" is not available in equations to perform calculations on linked items. What is the impact? The link type fie...
Who would benefit? All users What impact would it make? Faster to consume roadmap by focusing only on changes How should it work? Would like to be able to filter our roadmap to show those records that specific fields have changed in the last N day...
Product Value Report: Option to not show by segment and by team
Who would benefit? Users who want to use the report in production with leadership and not see in-app adverts What impact would it make? Remove noise from important conversations How should it work? Option to hide unwanted panels
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...
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 ...
Sort Added Records and Removed Records in Retrospective Report by date
Who would benefit? Users of retrospective What impact would it make? Organization of data How should it work? Currently these two dialogues appear to sort randomly. Since there is a date tied to the records in each of these areas, it would be nice...
Group X-Axis by Last Status Changed Month or Year in Charts
Who would benefit? Anyone using charts to track records over time. What impact would it make? This would allow the creation of charts that group records on the x-axis by the month and year their status was last changed. How should it work? This sh...
Justin Paulson
about 1 year ago
in Reports
0
Shipped
Auto-refresh for custom worksheets w/ 200+ dependencies
Who would benefit? Customers using custom worksheets with 200+ dependencies in formulas What impact would it make? If a custom worksheet is modified, the auto-refresh to update records does not take place if there are 200+ dependencies within the ...
Renaming a custom field should not break a calculation
Who would benefit? All users What impact would it make? Reports that work How should it work? Today, if you rename a custom field which is used in a calculation, the calculation errors. Yes you can amend the column name instead - but this causes c...
Julie Edwards
over 1 year ago
in Reports
0
Shipped