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Status Future consideration
Categories Reports
Created by Max Robbins
Created on Mar 18, 2024

Intelligently reduce fields shown when adding fields to a report

What is the challenge?

When I am building a report, every time I go to add a field to a report, I get a dropdown showing every possible field associated with that record. Fields for every custom workflow for every workflow in the account, tons of specific delivery risk fields, every scorecard field value, every custom field ever on that record, etc. This overwhelming list makes it hard to get started and navigate quickly.

How would you solve it?

Aha! knows what fields users most often put in their reports, what custom fields have values in my records, and what statuses and workflows are in place in my current workspace. Use this data to filter to the most likely fields I want based on my workspace.

Sort fields into categories (date fields, scorecards, workflows) to make it easier to browse for the fields I want.

Let me explore the full list in the rare situation when I need to see everything.

What impact would it make?

Make custom reporting much easier to approach for new Aha! users.

Reduce time to configure first roadmap.

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  • Gary Goz
    Mar 25, 2024

    Agreed. There has to be a better way. We have what seems like hundreds of fields to choose from. It's difficult to remember what you are looking for.