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Status Future consideration
Categories Reports
Created by Bonnie Trei
Created on Jul 25, 2023

Reports specific "notes" column

Like calculated columns, I want to be able to add a column to capture information or a note that is report-specific. The content of this column does not need to be included on the actual record layout of the item in the report. Ideally, this field could be edited inline in the report.

Examples:

I have a status report of features and want to capture items that come up in a meeting. These items may eventually result in to-dos or edits to the source record, but are not structured enough to belong to a specific field when they are captured. I do not want these captured as comments on the record as they are point-in-time and could also be pre-empted by other comments in a report format.

I have a feature report focused on a specific customer and I want to provide them a report with notes that are specific to them. Since I have many different customers, I can't capture these in a field on the record, but they are valuable to my specific customer especially in the customer facing view of the report.

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    Aug 15, 2023

    This would be great. Our customer success team has not adopted Aha reports because they need to keep their own notes, so use excel for tracking. If we had this, we could encourage them to adopt Aha.