Reports
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Tags being an entity in Reports
I'd like to replicate the Tags view in the Account settings Tags view i.e. I want to be able to create a list report based on Tags as the primary data item, not just as an attribute of others things. This is because tags are a common connection be...
0
Future consideration
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Email domain filter should support wildcards
When filtering email reports, sometimes I would like to be able to create a search that will automatically add any new domains that a customer may generate so as their users onboard to the tool, the report is already set up to capture their activi...
3
Future consideration
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Ability to link the workspace / product record to more record types.
Currently it is only possible to link the Workspace / Product records to the following record types: Persona Competitor Creative Brief Strategic Model Workspace Settings This limits the ability to create a report that shows how many products/works...
0
Future consideration
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Pivot report >Custom Fields - Notes enable sorting
Within Pivot you are able to sort on the custom field - text However you are not able to sort on the custom field - Note Within the system text is defined as a single line of text, whereas note is defined as a multi line string of text. The only d...
0
Future consideration
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List Report - Manually order the records
When you have created a List Report, the ordering is defined based off the data of the items within the list e.g. alphabetical, Scorecard. It would be great to order regardless of any data, similar to how Features and Master Features can be listed...
3
Future consideration
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