Reports

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Report Dashboard - Need tweaks on existing filters

Please enhance the current filter Shared With to include NONE This will help find Reports that aren't currently in use and can be deleted Add a Filter Used in Notebook We need some method to identify which Reports are part of a Notebook and wh...

Joe Carpenter about 6 years ago in Reports 0 Unlikely to implement

1 VOTE

Add Grouping to List and Pivot Reports

When viewing child objects of features like requirements, to-do's, etc. it would be more visually pleasing and intuitive/useful to see all of the selected children grouped under their parent object. Rather than seeing the same feature name repeate...

Melba Gant over 1 year ago in Reports 0 Future consideration

2 VOTE

Formulas - option to concatenate

I would like to be able to concatenate in report formulas. For example, creating a custom field that combines release year and quarter into a custom format (yyyy/q) =concatenate(year(field(release date)),"/",quarter(field(release date)))

Carah Counts about 3 years ago in Reports 0 Future consideration

1 VOTE

filter ideas by regex

I’m looking at a report and I can filter by Ideas name - but I have to click on a checkbox, obviously, every Idea has a different name since they’re created by other people But I want to see all the Ideas that want IDE improvements so I want to fi...

Amelia Peklar over 1 year ago in Reports 0 Future consideration

4 VOTE

"Link to other records" should include reports

We have initiatives at the company level that represent large investments across multiple products. We'd like to be able to associate this initiative directly to saved reports that are associated so that we can centralize & standardize the ent...

Guest about 6 years ago in Reports 0 Unlikely to implement

3 VOTE

Subscribe to changes in reports

I want to be notified when there is a specific change to an activity. For example, someone adds a specific custom tag that triggers a needed response from me. I can run a report on this but I want to be notified when that report changes / there is...

Guest over 4 years ago in Reports 1 Future consideration

3 VOTE

Pass filter parameters when embedding reports

It's extremely useful to be able to embed reports in my company's intranet site. This makes it easy for anyone to see our product plans and release dates. However, it is a diverse product plan, and most people in the company have interest in just ...

Brendan G over 4 years ago in Reports 1 Future consideration

1 VOTE

Filter fields on "Organization" by "does not contain"

Currently, custom fields on objects like Organization and Proxy Votes can be filtered by "contains", "is blank", and "is not blank". But there are a fair number of reports that we need to filter by fields that have many different values, wherein w...

Kellen Hawley over 1 year ago in Reports 1 Already exists

4 VOTE

Filter Expressions

When defining a view, I would like to just specify general expressions like: Example 1: Release Name = Not "Parking Lot" We now have 20+ products and 4 releases plus Parking Lot each. I did not find a way to specify negative definition, so I had t...

Guest over 6 years ago in Reports 2 Unlikely to implement

1 VOTE

Idea / Feature revenue in worksheets

Would like the ability to pull organization votes revenu into worksheets so that we could add potential pipeline values (custom field) and or savings values (custom) in a worksheet for a "Total affected revenue" figure that we could pull into reports

Mary Vanausdale over 1 year ago in Reports 0 Future consideration

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