Skip to Main Content
Status Future consideration
Categories Reports
Created by Madeleine Black
Created on Nov 6, 2023

Automatically include "Goal archived" or "Initiative archived" filter in strategy reports

Who would benefit?

Anyone building reports that are based off goals or initiatives.

What impact would it make?

Save time and ensure completeness of reporting.

How should it work?

When creating a list/pivot/custom roadmap report that starts with goals or initiatives as the primary record, automatically include the "initiative archived" or "goal archived" filters on the report.

That would save time in trying to figure out how to show archived data on the reports, as this isn't immediately obvious to add in the filter and then to find the right one.

  • Attach files