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Created by Eliza Crawford
Created on Dec 10, 2024

Ability to edit reports linked from the organization detail page

What is the challenge?

When I click on an organization (that created or voted on an idea) there is a standard report with the total number of ideas, votes, and proxy votes and a pie chart + bar chart. When I click on a link from the bar chart to see the ideas that are in a certain status, it takes me to a standard report. I would like the ability to customize which report/dashboard that link takes me to.

What is the impact?

The standard report doesn't show the fields that are important to us.

Describe your idea

Similar to creating default views for idea prioritization, I would like to have a default report-view for ideas linked from an organization. This would enable our customer success team to click on the link and quickly view the standard report/dashboard that we provide with the relevant fields displayed.

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