Reports

What is the challenge? There are a few ways records can be created today: Via the UI Copied Converted Via an integration It is not easy to quickly understand the source of record creation. What is the impact? Teams are trying to understand where r...

What is the challenge? Currently, when creating a report using the History (last 90 days), History-related filters don't retain the customised record terminology in my workspace. This makes it hard to distinguish the correct fields to select and...

What is the challenge? Currently, the Feature Initiative and Epic Initiative fields aren't available in reports What is the impact? Cannot add these fields to a custom layout on the related tab for visibility Describe your idea Suppo...

What is the challenge? unable to get a report of workspace users and their activity and license What is the impact? Unable to easily check how many licenses we have per workspace and users activity Describe your idea as above - AHA currently allow...

Who would benefit? Businesses with multi-tiered strategic hierarchies. The reporting need is: "Show me initiatives, with their parent initiative, and then the goal that the parent initiative is related to". This could be, for example: Product-leve...

What is the challenge? When customers raise reporting questions and share screenshots, it's difficult to know when they have renamed standard fields or where they're using custom fields What is the impact? More back and forths troubleshoot...

What is the challenge? Any report that I need, I better have it in my browser search history, or I'll never find that report again What is the impact? Recreating reports, over and over again Describe your idea Please add reports to search as a fil...

When you are using calculated columns, and want to check if a 'value type' field such as a date is null, there isn't a clean way of comparing the value to null. For example: If a date is blank, return "Not set", else return the date formatted as a...

What is the challenge? If a large text panel is created and the text toward the bottom of the panel needs formatting, the text editor is not viewable and available to use. What is the impact? Makes it difficult or impossible to format the ...

What is the challenge? The filters used to generate a report do not appear on the dashboard panel of that report, so to update them you need to open the full report and save your changes, then return to the dashboard. What is the impact? This make...