Reports

Currently with a Pivot chart you can choose to include a Total row AND column. For many pivot charts, only one of these makes sense and the other is useless space wasting data.

What is the challenge? When a record is mentioned within the text editor we can adjust the information that displays in the pill, those settings are not maintained when pulled into a report. What is the impact? Only the record ID displays ...

What is the challenge? Date fields on report drill-ins appear with a numeric format set by the report owner's locale setting that is not globally intelligible, e.g., '1/4/25', nor is it consistent with format of the date that displays within the r...

What is the challenge? When a report panel is created and the report has several columns the panel size doesn't adjust automatically and when adjusting the browser window the dashboard panels don't adapt. What is the impact? Report creator...

What is the challenge? We have created a dashboard with report and text panels that we use as our product marketing one-pagers. We need to use this same format style across many workspaces, however, the text boxes can be individually updated but...

It would be great if we had the choice of maintining an active link to data when exporting to Excel (or hopefully one day to PowerPoint) so that the Excel can be refreshed with the latest data in the report. I am envisioning sth like it is describ...

What is the challenge? When I update a report and click 'Save', the URL is updated. What is the impact? Anyone who has bookmarked a link to the saved report and tries to access it after it's been updated will be taken to a 'Not Found' page. Descri...

What is the challenge? There is a "Feature columns delivery risks" field available in reporting for features that summarizes all the delivery risks for that feature. Though you can flag initiative records with risks as well, that summary field is ...

Currently, if you share a list report to a dashboard it only shows the first page of your list report and you cannot expand the panels to see more data or click to a second page. Are we able to alter this behaviour or add a notification to the das...

What is the challenge? Currently, when creating a report using the History (last 90 days), History-related filters don't retain the customised record terminology in my workspace. This makes it hard to distinguish the correct fields to select and...