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Make it easier to select a record type for list reports

What is the challenge? There are a lot of record types we can report on. They are not sorted alphabetically (note the custom tables section below is sorted alphabetically) so it's annoying to look through it to find the record I want What is the i...
Vitaliy Dolbilov about 1 month ago in Reports / Roadmaps 0 Future consideration

Reports: Allow inclusion of Is not criteria in Filters

What is the challenge? When a large amount of values are included in a filter selection (we use organisation). There is no way to positively exclude a particular selectable value. Filters appear to act as an "in list' type of function whereas we w...
Martin W about 1 month ago in Reports 2 Already exists

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 6 months ago in Reports 0 Future consideration

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

Control who can share reports and who they can share views with internally

What is the challenge? Currently, if you have access to a workspace you can share a report with that workspace. Meaning, everyone in that workspace can see your saved report. What is the impact? Concerns this could get out of hand for a larger cus...
Chris Quigley 3 months ago in Reports 0 Future consideration

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

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 9 months ago in Reports 1 Future consideration

Support "NULL" checks for calculated columns

When you are using calculated columns, and want to check if a 'value type' field such as a date is null, there isn't a clean way of comparing the value to null. For example: If a date is blank, return "Not set", else return the date formatted as a...
Guest about 5 years ago in Reports 2 Future consideration

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 about 1 year ago in Reports 0 Future consideration

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 almost 6 years ago in Reports 6 Future consideration