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Status Future consideration
Categories Reports
Created by Daniel Campbell
Created on May 23, 2024

Support changing embedded report type

What is the challenge?

If you create a custom report and add it as an Aha! view to a note, if you untick 'Create a copy', and then change the report to a different type (such as changing from pivot to list) it stops displaying properly in the note.

What is the impact?

The report in the note is unreadable - it can't be fixed except by changing the report back to its original type, or removing it from the report and re-adding it, which can be difficult if edit access to the note is limited.

Describe your idea

The embedded report should automatically update when the report it is linked to changes its type, so that it always displays the report correctly.

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