Reports
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3
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
2
VOTE
On custom roadmaps show requirements in a feature's record links
When building a custom roadmap, you can click the icon above the roadmap bar to see related record links but Requirements are not shown when viewing a feature’s linked records. Other related records are shown but the Requirements are not.
0
Future consideration
1
VOTE
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
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
1
VOTE
Create Report of Reports to see which reports are shared externally
What is the challenge? I want to build a report of all our reports in order to archive old & out-of-date reports. I especially want to build a report to see all reports that are shared externally as webpages so that I can ensure they're being ...
0
Already exists
3
VOTE
Allow filtering to apply to a subset of data within a pivot
What is the challenge? Because of the relational nature of reporting in Aha!, filters applied for child records of the primary record will impact the primary record data points included in my report. It would be great to be able to apply filters s...
0
Future consideration
2
VOTE
Add comment in history of record when performing a bulk edit
What is the challenge? The bulk edit feature allows a user to update a large amount of data, and sometimes you need to give additional context regarding the change. What is the impact? Without this context, users may be confused why their record w...
0
Future consideration
8
VOTE
Ability to interact with report filters on dashboard
What is the challenge? The filters used to generate a report do not appear on the dashboard panel of that report, so to update them you need to open the full report and save your changes, then return to the dashboard. What is the impact? This make...
0
Future consideration
6
VOTE
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