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202 VOTE
Status Future consideration
Categories Reports
Created by Zach Rose
Created on Jan 12, 2017

History for Reports

We use reports often to tailor Aha data for different audiences. Recently, those audiences have been looking for summaries of how the data in that specific view has changed over time. 

The changes can be pieced together manually by looking through the /audits section or manually reviewing the History of each individual Feature or Requirement in the report. We haven't found a way to make either of these practically feasible.

This idea is to bring History to reports, so that from the Report itself, there could be a way to access a History view just like the one for Releases, Features, requirements, etc; but showing all changes to the data captured in the report.

Ideally this History would be accessible to all roles, but if it needs to be limited to Product Owners and Contributors, then I'd request that it be exportable so that there's a way to share a summary of changes with stakeholders.

  • Attach files
  • Becky Amirault
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    Nov 11, 2024

    We need the ability to build custom reports on Features’ change history information. This applies to other records too but Features is the top priority at this time. The inability to report on changes to Features over a given timeframe is causing major concerns for us.

    • Example use case: For Tracking Level 1 and 2 (custom field) Features we need to be able to see changes to certain fields over a given period of time. For example, for Level 1 & 2 features over the last two weeks, show changes to Due date (standard field), GA target date (custom field), Risk Status (custom field), Private Preview target date (custom field) and Public Preview target date (custom field).

      • Different Leadership teams review the live Aha reports bi-weekly and monthly but can’t see what changed since the last time they reviewed it. This includes what changed, when it changed, the previous value and new value. Clicking on each feature in a long list and manually scrolling through the history tab is not a viable option for leadership.

      • Product Marketing reviews these reports bi-weekly and has a similar request but may be interested in additional data fields beyond those listed above.

    • Example use case: Track changes when Features are linked or unlinked to Marketing events (aka activities like Feature records). This relationship is how we track what is planned to be showcased at a particular event. Several teams outside of product management need to be aware of these changes and not just the current state. Today Aha's record history doesn't even track links being created or removed (separate Aha big idea https://big.ideas.aha.io/ideas/A-I-18299).

  • Chris Taylor
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    Jul 22, 2024

    Another vote for something like this. In my case, amongst other things I would like to see:

    1. The number of times a feature has been 'bumped' to a later release (with dates)

    2. The number of times a feature has moved back in a workflow (for example, from a failed review).

  • Milosz Konarczyk
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    Aug 23, 2023

    Hi, It would be very helpful to have report history.
    I would like to see how many Epics do we have in each statuses from specific areas (that one is simply pivot table) but also I would like to see what change since last time (example week or month) to better control what is going on in my Portfolio.

    So to know that from last time I have 1 more epic in Epic Refinement status and 5 less Epics in Collection status.

    To generate that kind of the report you just simple use Pivot option but you are not able there to track the changes.

    I would like to have everything in Aha because now I need to extract data manually, keep historical snapshot and transform them in Excel.

  • Guest
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    Jun 27, 2023

    We'd love to be able to see the history of adds and changes to data in features such as when requirements (stories) are added or removed. We'd also like to have reports that show when custom fields are changed - we have a field that we tie to an important field in Jira. We'd like to have a report that shows when that field is changed in Jira or Aha and by whom.

  • Guest
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    Jun 14, 2023

    This would be helpful for us to show progress against roadmap over time

  • Lindsay Zandy
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    Jun 4, 2022

    I desperately need this functionality, especially given the gaps in the automation and approval workflow functionality. Several use cases here:

    • We need to be able to pull a baseline of the first end date applied to a record (feature, release, epic, etc), which can later be compared to the actual end date to determine on-time delivery. We’d also need to analyze how many times dates are changing to measure our forecasting health.

    • We need to pull history of how many times a record went off track (watch or at risk status) throughout its lifecycle to measure how well we’re managing risk.

    • We need to be able to tell when certain fields were first populated, such as end date, so we can measure forecasting quality (how far in advance are we able to determine an end date).

    • We need audit reports of who changed certain fields in a record to conduct a reactive review for governance purposes. There are certain strategic records that have high visibility to executives and we need proper change management for those records. We have a governance process to review and approve changes to dates and statuses for those records. Without the ability to create an approval workflow for dates or to lock down certain fields to specific contributors, being able to pull a history of any changes to those fields as an audit will avoid changes being made that didn’t go through governance.

      Ideally history could be leveraged in a list report, specific changes in history through filters in the report and also calculated columns which allow you to leverage certain values or historical change types in formulas.

  • Guest
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    Mar 31, 2022

    Hello!

    My team is experiencing issues with reports being changed by multiple "Contributors" but without a method to determine who has been making the changes, and how to restore the report to it's original form. Are there steps that we can take that would allow limited admin rights to make changes?

  • Guest
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    Jul 28, 2021

    This would be extremely useful for auditing purposes.

  • Catherine Dumas
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    Mar 17, 2021

    the primary objective for a PM is also to show how his roadmap is advancing. But to show how the roadmap is progressing, it is necessary to demonstrate to the Management that there have been changes in priorities in the RELEASES. The objective is therefore to show in an easy way (with a new REPORT - FOLLOW UP RELEASE?) over a year, what the RELEASE is composed of (features initially planned and delivered in TIME, but also NEW features that appeared AFTER the first release declared, and features that have been DELETED (DELAYED to a new release, pushed into the parking lot, deleted)

    Please add this functionality!

  • Pamela Stephens
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    Nov 10, 2020

    Our stakeholders want more visibility into how specific dates, including data entered into custom data elements, have changed overtime by feature and by release. Allowing us to pull "History" by data element into a report would be very useful.

  • Janet Havens
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    Aug 13, 2020

    This functionality would be extremely helpful for providing data to stakeholders.

  • Evan Polley
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    Aug 13, 2020

    Please add this functionality!

  • Guest
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    May 15, 2020

    This would be extremely valuable for mid and post sprint reporting. We provide our prioritized list to dev before each sprint, and we want to be able to retroactively look at what our priorities were at the beginning of the sprint, how/if they changed mid-sprint, and if any high priority items were not picked up.

  • Steve Brunt
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    May 5, 2020

    Love this idea - would really help flag to stakeholders the changes made to master features/releases over a period of time.

  • Guest
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    Dec 17, 2019

    Agree with Susan Roberts about there not being a way to "lock" something - this would really help

  • Guest
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    Oct 11, 2019

    Should include changes to report format too

  • Guest
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    Jul 12, 2019

    The most important feature to implement!

  • Guest
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    May 13, 2019

    Capturing changed report content/formatting would be key too.

  • Alex Moffatt
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    May 8, 2019

    This would be a huge benefit for understanding when Feature and Release dates change. Currently we are exporting a list report weekly and doing manual excel data comparisons to yield the evidence of dates shifting and the resultant impact to other work.

  • Angie Easter
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    Apr 24, 2019

    Our team is looking to be able to identify who last modified a record (specifically a Release but would also apply to Products and Product Lines). It would also include the date it was last modified and in a report view.

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  • +109
26 MERGED

History of date field

Merged
Looking to report on due date changes of features and epics for decommission efforts.
Lindsay Gainey over 3 years ago in Reports 5 Future consideration