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Workspace Settings Report: Ability to group pivot table data by workspace settings fields

We have a large number of workspace layouts in use across the organisation. We'd like to be able to create a report that helps us to understand which settings are in use, where. A pivot report is ideal for this because we should be able to group w...
Steve Dagless about 2 months ago in Reports 0 Future consideration

Allow a list report embedded in a dashboard to show more than 50 records

Currently list reports, regardless of length, truncate at 50 records when embedded into a dashboard. This makes it very difficult to use dashboards to manage large portfolios. There is also no message informing you of the truncation, so we did not...
Guest about 2 months ago in Reports 0 Future consideration

Ability to add Icons, Shapes or Figures to some records to be shown in Roadmaps

It would be great if in Roadmaps or Pivot reports could represent records fields by Icons, Shapes or Figures. For example, instead of showing the Status of an Epic or Features, could be represented by a Circle. A custom field (pre-defined values) ...
Edgar Holguin about 2 months ago in Reports 2 Future consideration

Expand record relationship reporting to more levels of relationship

In pivot and custom roadmap reporting, I want to see information about more related records. I can currently pull in data about a related record, but nothing deeper. I would like to see information about records related to that related record as w...
Bonnie Trei about 2 months ago in Reports 0 Future consideration

In reporting, add the ability to filter Release Phase names by 'begins with'

I have a list report that shows Release Phases that begin with 'Testing'. Each time I want to update it, I have to search for all Phases that start with Testing and then manually check each one. It would be helpful to be able to auto-filter to all...
Kristi Johnson about 2 months ago in Reports 0 Future consideration

Ability to filter/calculate on all list report data - including workspace settings

This is an extension to idea A-I-13913. Ideally, if a column can be added to a list report then it should be filterable and available to include in calculation columns. A good example of where this is missing is the workspace settings report which...
Steve Dagless about 2 months ago in Reports 0 Future consideration

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 about 2 months ago in Reports 0 Future consideration

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 2 months ago in Reports 0 Future consideration

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 2 months ago in Reports 1 Already exists

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 2 months ago in Reports 0 Future consideration