"Roll down" record view in reports - example, roll-down initiative
In a pivot report, I want to set the primary record as a higher level initiative in order to calaculate progress % complete at a strategic level (product line), yet pull in some artifacts like initiatives (product) and initiative % complete (produ...
CJ Jacobs
over 4 years ago
in Reports
1
Future consideration
Ability to create a folder structure within the Roadmaps > Overview folders (i.e. add a hierarchy of children folders to the top level folders) so that I can better organize my reports.
Who would benefit? Individual product teams, cross-funtional teams looking across workspaces. What impact would it make? Users could easily find the report they are looking for. How should it work? The folder structure should mimic Box or Dropbox ...
When adding a report or a roadmap view to a dashboard, it would be great if I could shirk the view to fit to container. This is already true for graphs and if would love to have this options for pivot tables and roadmaps. It would be very useful t...
Reut Levi
over 3 years ago
in Reports
0
Future consideration
Who would benefit? Anyone who's financial year end doesn't match the calendar year. For us, our financial year starts in Q2 (AMJ), I can't see how to either adjust the FY start dates or switch the views to say CY instead. What impact would it make...
Chris Haggan
11 months ago
in Reports
0
Already exists
I would like to create a custom sort in my list report for example rather than alphabetical. Similar to excel how you can create a custom sort - something order than alphabetical
Ally Bernstein
over 4 years ago
in Reports
2
Future consideration
Lead times (created to done) and cycle times (in progress to done) are the flow management tools used with a kanban practice. We mostly use these for Goal and Initiative records. Currently creating list report and export for charting in excel.
Richard M
over 3 years ago
in Reports
1
Already exists
Improve filters for ease-of-use and increased user productivity
Problem
We use filters a lot, but they are super clunky, requiring multiple clicks to change the filter, and with some Internet latency b/w the clicks the UX suffers even more. This slows us (me) down.
Combining of the filter field selection with ...
Stefan Tzanev
about 7 years ago
in Reports / Search
1
Already exists
Highlight the selected item in the list that is displayed in the panel
When working through a list of ideas, features, or initiatives it is easy to lose your place and re-click on the item you just had open. The item that is selected on the left area of the screen from the list, and which is displayed in the panel on...
Guest
over 7 years ago
in Reports
0
Will not implement