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Status Future consideration
Categories Notes
Created by Ryan Bradley
Created on Aug 19, 2025

When embedding Aha Views into Meeting Notes, provide the ability for filtering the report view within the meeting notes

What is the challenge?

We have over 50 different review meetings within different areas of the organization. We would like to build standard roadmap, Approval, Tracking reports that can be filtered based on the meeting topic (generally tied to an initiative)

What is the impact?

Without the ability to filter within the meeting notes, the only way to limit the embedded view is to create multiple instances of the same reports for each meeting. This approach is not sustainable - when making an update to the report, it would need to be make several times.

Describe your idea

Enable filtering for embedded reports in meeting notes to create a sustainable method of delivering standard views of information for review meetings.

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  • Admin
    Sarah Moisan-Thomas
    Aug 19, 2025

    Thanks for sharing this idea @Guest! One option you could try today would be to create a dashboard, which can be filtered for the different areas of your organization. But I can see how filters could also be helpful in embedded views in notes, and we will consider this for future enhancements!