Reports
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45
VOTE
Allow Attachments to be added in reports
If someone included an attachment as part of their idea, we would like to include that as part of our reports as a link to the attachment.
On the idea portal, there is an ability attach files. However we can only view those files if we are looking...
4
Future consideration
32
VOTE
Reduce duplicate Rows in Reports: Aggregate/merge related data in a cell (in a pivot report or hierarchy report)
Overview - Reports contain multiple rows with instances of the Primary Record Type as soon as you add a column from a "Related Object" that has multiple values, making it hard to visually consume the data. Problem - In List Reports we see the valu...
3
Future consideration
1
VOTE
Provide the URL in the Export from "shared as webpage" tab in Shared reports and documents
What is the challenge? For auditing purposes, we need the URL of the shared webpage. What is the impact? Will allow stakeholders to review webpages from a security perspective and potentially disable reports that share proprietary information. Des...
0
Future consideration
21
VOTE
Ability to report on work request status by workspace or team
When creating a report of work requests, I want to see the status (approved or rejected) for each individual workspace. Today, all workspaces appears on one line and show a status of 'pending' until all of the work requests are approved or rejected.
2
Future consideration
1
VOTE
"Create new chart" button on the chart page
What is the challenge? Currently, when I go to lists, there is a create new list button which makes it easy to add new list reports. On the charts page however I don't see a button for this. What is the impact? I have to create a new list report, ...
0
Future consideration
8
VOTE
Combine or connect "Created by Aha! user" and "Created by contact" filters
In an ideas report, there is a column called "Idea created by". Two filters currently point to this same field -- "Created by Aha! user" and "Created by contact". When you click on the "..." option on the "Idea created by" field and select "Filter...
3
Future consideration
30
VOTE
Ability to create a shared webpage as a report editor
There appears to be a gap on how shared webpages are configured. Currently only the original creator of the report can create the link for a shared webpage. Often, other people who are designated editors to the report, need to download to send out...
2
Future consideration
9
VOTE
Use donut chart to show progress of goals, initiatives, features
Utilize the donut chart to show progress of goals, initiatives, features on the dashboard. i.e. if a goal is 19% complete, we can calculate that there is 81% remaining (using list). Then we should be able to take these two values and create a donu...
0
Future consideration
8
VOTE
Make priority limit line dynamic on prioritization views
I would like to specify the metrics that automatically set the priority limit line on the prioritization view. For example, if I know that my estimate limit for a list of records is 100d, I would like the priority line to dynamically set/adjust ba...
2
Future consideration
29
VOTE
Report on adoption of our standards and templates
We would like to know how much each product has adopted our standard processes, fields, and templates. Some of this can be done using pivot tables and calculated columns today, but it is challenging. We are currently taking screenshots or sharing ...
3
Future consideration
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