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2 Not supported for the current status
Status Future consideration
Categories Reports
Created by Clare Chawke
Created on Oct 20, 2025
Merged idea
This idea has been merged into another idea. To comment or vote on this idea, please visit A-I-9320 Ability to link the workspace / product record to more record types..

Enable Initiatives as a record type for 'Add records' when Workspace is chosen as the primary record type for a report. Merged

I want to create a report which shows all the Products/Workspaces and which ones don’t have any initiatives. Or, alternatively, count the number of initiatives associated with each workspace. Therefore showing which ones have 0.

However I can’t get this to work as “Initiative” is not a child of “Workspace” in the Hierarchy. And if I put Initiatives as the top of the Hierarchy, then I don’t get the workspaces with no initiatives listed.

If 'Initiatives' were an option as a linked record when Workspace is added to the report configuration, then it would be possible.
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