Skip to Main Content
Status Future consideration
Categories Reports
Created by Evan Hollohan
Created on Feb 13, 2024
Merged idea

This idea has been merged into another idea. To comment or vote on this idea, please visit A-I-15440 Allow joining a roll-up initiative to its' related goal in a report.

Add goals related to "Roll-up initiative 1" in pivot and list reports Merged

Who would benefit?

All users of list and pivot reports

What impact would it make?

Improved strategy reporting.

Today we cannot show the goals that are associated to "roll-up to initiative 1" on reports.

Users can only show the goals associated to the child initiative.

How should it work?

In the edit report menu on the add fields tab, I would like to be able to select +add records below the "Roll-up initiative 1" tile and select Goals.

Currently I can only select "roll-up initiative 2"