What is the challenge? It's easy to miss that you have to click a link to download the CSV especially if it takes a while What is the impact? I sometimes miss it, then have to rerun the export Describe your idea Auto-download the csv once the expo...
Todd Meyer
3 months ago
in Reports
0
Future consideration
Be able to select other record types from the new Roll-Up type.
We love the new Roll-up feature that allows you to link several roll-up levels to each other. One issue we are running into is being able to link other record types to the roll-up records. For example, when I create a pivot report, set the primary...
Brett Wilmeth
about 2 years ago
in Reports
1
Future consideration
The release gantt chart has good functionality, but does not offer the opportunity to add custom fields. In my case, I can avoid duplication of reporting in an outside tool if I can show two custom fields for the features.
Jim Carlin
over 3 years ago
in Reports
1
Future consideration
What is the challenge? Reports are often a ton of white space, and it makes following the data through an entire line (on a list or pivot table) difficult. I can manually create color banding (on at least one field - typically the lead field) by u...
Rosie Wojciulewicz
3 months ago
in Reports
0
Future consideration
Reinstate "Select All" in report filters while also keeping "Clear All"
We used to be able to select all in a report filter and then deselect a few options from a very long list of dropdown options. There's another idea for this listed as "shipped" in 2019. I'm not sure why this capability was revoked.
Emily Millman
over 1 year ago
in Reports
1
Already exists
Make it easier to select a record type for list reports
What is the challenge? There are a lot of record types we can report on. They are not sorted alphabetically (note the custom tables section below is sorted alphabetically) so it's annoying to look through it to find the record I want What is the i...
Vitaliy Dolbilov
3 months ago
in Reports / Roadmaps
0
Future consideration
Reports: Allow inclusion of Is not criteria in Filters
What is the challenge? When a large amount of values are included in a filter selection (we use organisation). There is no way to positively exclude a particular selectable value. Filters appear to act as an "in list' type of function whereas we w...
Prevent report filters from modifying the data relationships in reports
Currently, when I add a filter to a report, the report behaves as if the data record contained within the filter was explicitly added to the report and in doing so modifies how the primary report data is displayed. For example, if I construct a re...
Danny Archer
almost 3 years ago
in Reports
1
Future consideration