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Status Shipped
Categories Reports
Created by Matt Case
Created on Sep 27, 2016

Include the Initiative ID field as a column in the Initiative Reports Table

Some customers would like to be able to manually manipulate Initiative data outside of Aha! and then be able to import in the updated values. This is feasible in theory as you can export the desired Initiative fields to a csv file from the Reports -> List view. You can also do an import of the manipulated fields using the Import from JIRA utility and if you include the Initiative ID as part of the import, then it performs and update instead of an add. The user friendliness of this solution breaks down a bit when it comes to how you need to attain the Initiative ID by opening the Initiative Details view and pulling it from the URL. Adding the ID as a field that can be included in reports would make this process much easier to manage. 

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  • Guest
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    Apr 24, 2017

    This would be a huge time saver. We are planning to do a lot of governance and reporting on custom fields that we keep adding to our initiatives--and to goals, too. If I could append the extra information by dumping out a CSV of initiative IDs, adding my columns, and uploading back into Aha, then it would save countless tedious hours of manual update.

2 MERGED

Reference # for Initiatives

Merged
It would be nice if there was a reference number for Initiatives in the same way as the reference number for features, and ideas.
Guest about 8 years ago in Application 0 Shipped