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Status Future consideration
Categories Reports
Created by John Michaels
Created on Aug 26, 2020

Scrolling with a Pivot Report for an Executive Summary type Report for One Record

We use this Executive Summary Report for a high level view into an Idea or Project.

Notice the key sections 1, 2, 3,

And the key bits of Data are tabled and grouped.

It’s not a List View, but instead the data runs vertically with the key data bit to the right of the Field Description.

Is there any possible way to recreate this Executive Summary… Maybe not exact but “close enough” to make an Executive happy.

I would like to be able to export it into a Word File.

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    Nathaniel Collum
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    Aug 28, 2020

    Thanks for the idea, John! I removed some personally identifiable information so that your email address wouldn't be visible on the idea. We'll continue to monitor feedback in this area. Thanks!