Reports

What is the challenge? It's not currently possible to report on a workspace's setting for Auto-shift dependent record dates What is the impact? You would have to go into each workspace individually to check this. Describe your idea Make this setti...

What is the challenge? I have created two pie charts in exactly the same way, one for outstanding To Dos and the other for outstanding Approvals. They are split by assignee. In the Approvals pie chart we get one segment per individual person. In...

What is the challenge? The Count summary function in pivot tables behaves differently based on whether "Show cell headers" is enabled. When off, it counts records. When on, it counts individual field values in those columns. Customers expect Cou...

What is the challenge? A report is saved in a folder I open the report but want to return to the folder I have to click on roadmaps, overview and navigate again to the folder to open another report in the folder What is the impact? ...

What is the challenge? When customers sync ranks from the prioritization view to a custom field, the rank value remains on the record even after it is removed from the view. This results in duplicate or outdated rank values persisting across rec...

What is the challenge? Right now, there is a setting to allow webpage users to click on chart items to examine individual records, but that displays a full list report of all the data points in that chart object. There is no way to customize tho...

What is the challenge? Right now the record drill in option for charts shared as a webpage are not allowing any record drill in even though the manage webpage section gives you the option to configure fields for the drill in modal What is th...

What is the challenge? When creating a list report with a Record links column, there's no way to filter which link types are displayed in that column. If you apply a filter for linked records, it removes records from the report entirely rather t...

What is the challenge? While on the the history report, I cannot filter on changes to the standard feature "Type" field. What is the impact? Teams are limited on what they can filter on to quickly assess changes to certain fields. Desc...

What is the challenge? Pivot report with Key Results in rows section loads slower than having it in the cells section. Having the field in the rows section keeps the value visible when scrolling right. What is the impact? The report load t...