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Categories Reports
Created by Jonathon Leeke
Created on Sep 16, 2015

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Build a list of initiatives

Can I have a List or Pivot of Initiatives?  Currently those things are based on Feature records.  If I try to use Initiatives as the cell value, then it shows multiples (since there are multiple underlying features with those initiatives).  Please give Initiatives more first class treatment in Lists and Pivots, so I can build more high-level reports for management to see what we're working on.

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  • Jonathon Leeke
    Reply
    |     Sep 17, 2015

    Aha!  :)  That works...although it still says "1-50 of 144 Features" at the top of the list.  That text should change based on the source record, right?

  • Admin
    Chris Waters
    Reply
    |     Sep 16, 2015

    With the Reports -> List view you can create a list just of initiatives. Use the "New Report" button and then choose initiatives as the primary table for your list.

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