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Status Future consideration
Categories Reports
Created by Deirdre Clarke
Created on Jul 25, 2018

Allow the recipient of a presentation to apply their own filters

Large organizations are struggling with sharing the same report, with a very large amount of data, with multiple audiences. 

Each audience is only interested in a subset of the data in the same report (ie. their own particular product family, business line, etc). 

Ideally, the organization would like to create one report with no filters and send it as part of a presentation and then allow the recipient of it to apply whatever filters they would like for their own 'version'.

Currently they would need to create a separate report (and save each separate) with different filters set for each group, along with possibly separate presentations for each too. With so many different groups and audiences, this is unmanageable.

    Nov 5, 2021

    You can now include interactive filters on shared webpages in Aha! Roadmaps and Aha! Ideas — so people can personalize their own view.

  • Attach files
  • Ryan Bradley
    Sep 22, 2021

    This is a major impediment to using Aha as a method of disseminating roadmap information for multiple products across multiple groups in the organization. Filtering on presentations and shared webpages could potentially save us the time of creating well over 150 standard reports to produce the same granular results.

  • Mike M
    Aug 30, 2021

    Major impediment in rolling out Aha Ideas Portals to various audiences/groups. Looking forward to this capability.

  • Laura Giles
    Apr 30, 2019

    Biggest drain on my time and overall system performance.

  • Sasi Ravichandar
    Nov 30, 2018

    Recently, I had to copy and paste the same report & notebook multiple times.  This is time consuming and any changes will have to be replicated multiple times.  Notebook filters is a great idea and looking forward to this.  

  • +4

External Reports with Functional Filters

Add an option to enable functional filters (filters I chose to enable) for public/external reports. My use case is I'm trying to give my customer success team access to the statuses of their feature requests so they can relay that status to their ...
Guest about 3 years ago in Reports 0 Future consideration