Reports
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7
VOTE
Configure Report Sharing at Folder Level / Administrative Level
What is the challenge? Currently in order for a user to see or interact with a folder - they must have access to a report in that folder. In our environment - we have a predefined folder structure for reporting but unless we create a generic repor...
1
Future consideration
18
VOTE
1
VOTE
Additional Fields available for Integration Reporting
What is the challenge?
Referencing aspects of Integrations for my team and others since it's only accessible with admin credentials.
What is the impact?
Manual effort to report and share on aspects of integrations.
Describe your idea
...
0
Future consideration
30
VOTE
Ability to show 2 types of records in one column (master feature and feature records) but in different cells/rows in a Pivot report when the records are not linked.
In our configuration, we have either Epics(Features) or Master features linked to a Goal. In a pivot report, we want to show all Epics and Master Features linked to the Goal in one column.
For the report, the primary record is the Goal and Epics...
8
Future consideration
5
VOTE
Add ability to filter on capacity plan period start
What is the challenge? Period Start is a Capacity Planning field that can be included in reports, but is not available to use as a filter. What is the impact? The report cannot be filtered down to a certain period using the Period Start date. Desc...
0
Planning to implement
27
VOTE
Allow bar and column charts to be created from lists
In some situations it would be nice to be able to create a bar or column chart from list data. One specific scenario is a list that looks like this: Feature name Scorecard metric 1 Scorecard metric 2 Scorecard metric 3 Feature A 4 3 4 Feature B 5 ...
3
Future consideration
10
VOTE
Add Product levels (product level 2, 3, 4, etc) to Linked Record data options in List reportss
Add Product levels (product level 2, 3, 4, etc) to Linked Record data options in List Reports For this request, we want to be able to select the different product levels for linked records in a list report or pivot table configuration (Equifax pri...
0
Future consideration
2
VOTE
4
VOTE
Allow custom fields scoped to a product line or workspace to be edited in bulk
What is the challenge? When you create a custom initiative field you can select whether to filter field values to the Account, Parent Line, or Workspace. Today only fields filtered to the Account can be edited in bulk. What is the impact? Even if ...
0
Future consideration
10
VOTE
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