Reports

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Bulk deleting of reports

Over time, a large number of the reports generated for business purposes become obsolete/useless due to changes in data. The ability to delete more than one report at a time. It is very tedious to delete large numbers of reports one by one.

Guest about 6 years ago in Reports 6 Future consideration

30 VOTE

Enable folks to edit fields in report views

Ex: we have a workflow that requires additional inputs at each stage and list views developed to show reports of the records that go through this workflow. Rather than clicking on each record name for every record in the report to provide edits in...

Danielle A over 3 years ago in Reports 6 Future consideration

10 VOTE

Shift dashboard panels when resizing

When resizing a dashboard panel, the default action is to overlap with panels beneath. I'm not sure of when that use case would be preferred over rather shifting down or across a panel that conflicts with the panel boundaries you are moving around...

Madeleine Black about 1 year ago in Reports 1 Future consideration

25 VOTE

Allow drill down into 'Related' records on Presentations and Webpage share

We attach a lot of ideas and/or features to epics, initiatives, and goals. That level of granularity is not needed in the presentation itself or the initial webpage view, in which we display only high level planning objects (initiatives, epics, go...

Guest almost 3 years ago in Presentations / Reports 5 Future consideration

7 VOTE

Reportable field for Idea portal comment DATE

Who would benefit? Idea Portal Administrators What impact would it make? Make it possible to easily find comments that were recently added to portal ideas. How should it work? When I'm creating a report on Ideas, I want there to be fields for the ...

Amanda K 11 months ago in Reports 2 Future consideration

5 VOTE

Enable filtering records on related tab by the workflow status rather than status category

What is the challenge? Filtering on related items is based on the Aha category of status, not the custom workflow status of the workspaces, limiting our ability to filter what we want to view in related items What is the impact? This limits our ab...

Steven Schafer 8 months ago in Reports 0 Future consideration

37 VOTE

Using predefined tags fields in a report calculated field

The ability to use a predefined tag field in a calculated column. For example, if null or if it contains X. You can currently do that via filters however, then your report would exclude records.

Guest over 4 years ago in Reports 6 Future consideration

10 VOTE

Add Product levels (product level 2, 3, 4, etc) to Linked Record data options in List reportss

Add Product levels (product level 2, 3, 4, etc) to Linked Record data options in List Reports For this request, we want to be able to select the different product levels for linked records in a list report or pivot table configuration (Equifax pri...

Benny Harris over 1 year ago in Reports 0 Future consideration

18 VOTE

Match feature tag coloring across reports and charts

It would be helpful that the set coloring chosen for a specific feature tag remain consistent when displayed in reports or charts. Currently, the coloring when including feature tags into a chart seems to be random and can cause confusion when mul...

Guest over 2 years ago in Reports 1 Future consideration

1 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...

Guest about 2 months ago in Reports 0 Future consideration

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