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Status Future consideration
Categories Reports
Created by Sophie Ramsden
Created on Jan 19, 2021

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Workspace reporting - add in information from child records

We maintain a large number of products and our CPO has mandated that all products have an initiative for a particular type of work. We use custom fields against initiatives to categorise our work and whilst we can apply a filter to identify which workspaces have such an initiative by applying a filter to the custom field, we can't identify any exceptions where these initiatives don't exist. This sort of exceptions reporting is vital to identify gaps in our roadmap

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    Nathaniel Collum
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    |     Jan 22, 2021

    Thanks for sharing this idea!

    I believe I understand the issue - as soon as you select items within your custom field, you only see matches where that value is true. You are not seeing initiatives that do not have the custom field set. Is that right?

    If so, perhaps an advanced filter configuration that filters for initiative name or some other attribute may help. It's possible you have tried this though. Let me know. Thank you!