Respect the product hierarchy in Reports

The starter roadmap can display objects (such as initiatives) in descending order according to their position in the product hierarchy.

This is extremely useful when showing how high-level product line initiatives relate to lower-level initiatives within the child products and product lines on a timeline.

Whilst the starter roadmap does show this to a certain extend it doesn't show custom fields and there is more reporting power in the Custom reports.

It would be great to have the ability to return data in reports that can be displayed and respect the product hierarchy in the Reports section of Aha!

This is of significant value for any organisation that wants to see this line of sight in a visual way (especially on a gantt chart/pivot table).

  • Justin Woods
  • Apr 10 2018
  • Future consideration
Release time frame
  • Attach files
  • David Marble commented
    May 24, 2018 16:23

    Yes please. There is no support currently for reports that use multiple product names (or other product fields) to have the sort order match the same sort order as in the Configure Product Lines settings page. Both of the below ideas back in 2016 and 2014 were closed with a response that such a feature already exists. It does not. It's disconcerting to see ideas closed and tagged as already implemented when it's clear that's not the case.

    As you can see in the attached screenshots, "Marketing Priorities" is at the top of the product list under the product line. In a pivot report of products and initiatives which you can see in that same screenshot with all products under that product line selected, the default sort option is Product Name ascending which makes "AdTech" show up at the top. There is no option to sort by Product rank (or whatever the option should be called).

  • Justin Woods commented
    July 03, 2018 15:47

    Hi David, I have something to suggest that might help you. In the absence of respecting the current product hierarchy you might consider creating your own "Product Rank" custom field at the product level (you were on the right lines with your thinking). I initially created them as a number field and populated the values in increments of 10 (to later allow products to be placed in-between if necessary). You can then bring the Product Rank into your reports and order by it (pivot / custom) without even needing to see the actual Product Rank values on your reports. If you have further questions, please feel free to reach out to the Customer Success team using the details in the footer below. Thanks.