RELATED IDEAS
Refresh pivot reports with live updates automatically
What is the challenge? - Currently pivot reports don't show updates made to records unless the entire page is refreshed manually
What is the impact? - If we are looking at a large report and have scrolled down the page, refreshing causes us to lose our place in the report which adds unnecessary time and clicks
Describe your idea - Have pivot reports update automatically when edits are made to records in the same way that list reports do
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We have a roadmap to show initiative and epic progress. Our team wants to move away from dates and instead use status and progress, so a pivot table makes the most sense for us. When we use the roadmap as our source of truth in our weekly sync, it is frustrating that any changes to the records do not reflect in the report until I do a page refresh. It seems so backwards having to refresh constantly. It is hard to keep track of what has moved where without refreshing at every change which is extremely time consuming and painful.