Aha! Spreadsheets: report on spreadsheet fields in custom reports (list, pivot, chart, roadmap)
What is the challenge? There is not a way to report on spreadsheet data across multiple records
What is the impact? Manual work-arounds
Describe your idea. Enable spreadsheet data to be reportable in custom reports
What is the challenge? There is a 'Feature objectives' field that enables reporting of multiple objectives for a feature on the same line of a list report, but the same isn't available for a feature's key results.
What is the impact? Reporting on...
Jack Parr
12 days ago
in ReportsLikely to implement
Support "time in status" fields for records with dual statuses
What is the challenge? The "time in status" fields for a Team workflow are not available for records that have both a Workspace (Roadmaps) and Team (Teamwork) workflows. These records only have reporting available for the Workspace statuses/workfl...
Brittany Rhoney
7 days ago
in ReportsPlanning to implement
Show data only product value scorecard metrics on charts
What is the challenge? Currently, data only product value scorecard metrics don't show decimal values
What is the impact? Charted product value scorecard metrics show incorrect values
Describe your idea. Ensure that data only product value score...
Terence Osmeña
10 days ago
in ReportsFuture consideration
What is the challenge? When reporting ie on current status of ideas or epics / features this will just show numbers as is and we would like to easily get some visual trend indication for this, like for example given on the volumn panel of ideas
W...
Sue Schneider
2 months ago
in ReportsFuture consideration
Add Workstream and Key Tactic fields as an option in the history report
What is the challenge?
When the Key Tactic field on a Workstream record is changed, that update is not available as a field option in the history report. This makes it difficult to track when the Key Tactic selection was updated over time.
W...
Heather Perry
7 days ago
in ReportsFuture consideration
What is the challenge?
available in list reports and custom reports
usable in filters
usable in calculations / equation builder if supported
ideally available across key record types, not only opportunities
What is the impact?
Describe...
Make text-based fields editable in list report edit mode
What is the challenge? I would love to be able to edit more text-based fields in list report edit mode, such as feature descriptions and custom note fields.
What is the impact? This would make list reports even more useful for quick updates and s...
Kate Mason
28 days ago
in ReportsFuture consideration
Clear prioritization rank when removing a record from prioritization view
What is the challenge?
When customers sync ranks from the prioritization view to a custom field, the rank value remains on the record even after it is removed from the view. This results in duplicate or outdated rank values persisting across rec...
Chrissi McNamara
5 months ago
in ReportsFuture consideration