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My ideas: Reports

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Best Estimate In Reporting

What is the challenge? Can't see one best estimate in list/pivot reports, need to see just one to simplify reporting What is the impact? Requires pulling in two data fields which confuses users in report Describe your idea Enable a best estimate s...
Steven Schafer 2 months ago in Reports 0 Shipped

Include dashboard Text Panels in the View only permissions

What is the challenge? Users that do not have a Roadmap license are able to edit Text Panels on View only dashboards What is the impact? Text panel information is being deleted by users that we can't track because that data doesn't show in the Acc...
Katie Tokarz 2 months ago in Reports 0 Shipped

Use "link document type" in equations

What is the challenge? When reporting on linked documents and ideas from the research tab to validate supporting research, the "link document type" is not available in equations to perform calculations on linked items. What is the impact? The link...
Nathaniel Collum 4 months ago in Ideas research / Reports 0 Shipped

When a custom table field is used in a key result, cannot report on the key result's custom table

What is the challenge? I am using a custom table on key results to report on quarterly updates to the key result. When I go to build a report, the custom table does not show as a record related to my key result record. What is the impact? Limits p...
Max Robbins 4 months ago in Reports / Strategy 0 Shipped

Use link type in equations

What is the challenge? When reporting on linked documents and ideas from the research tab to validate supporting research, the "link type" is not available in equations to perform calculations on linked items. What is the impact? The link type fie...
Jeanette Resnikoff 4 months ago in Ideas research / Reports 0 Shipped

Reporting/Filtering Based on Changes to a Field

Who would benefit? All users What impact would it make? Faster to consume roadmap by focusing only on changes How should it work? Would like to be able to filter our roadmap to show those records that specific fields have changed in the last N day...
Guest 5 months ago in Reports 0 Shipped

Product Value Report: Option to not show by segment and by team

Who would benefit? Users who want to use the report in production with leadership and not see in-app adverts What impact would it make? Remove noise from important conversations How should it work? Option to hide unwanted panels
Steve Dagless 5 months ago in Reports 1 Shipped

Make the report folder organization similar to the "documents" section

Who would benefit? All users creating reports What impact would it make? It will allow to better organize existing reports, roadmaps, etc. How should it work? You should allow to sort folders, create subfolders, add icons to the folders, to easily...
Victor Herrera 6 months ago in Reports 0 Shipped

Sort Added Records and Removed Records in Retrospective Report by date

Who would benefit? Users of retrospective What impact would it make? Organization of data How should it work? Currently these two dialogues appear to sort randomly. Since there is a date tied to the records in each of these areas, it would be nice...
Greg Lyons 8 months ago in Reports 0 Shipped

Group X-Axis by Last Status Changed Month or Year in Charts

Who would benefit? Anyone using charts to track records over time. What impact would it make? This would allow the creation of charts that group records on the x-axis by the month and year their status was last changed. How should it work? This sh...
Justin Paulson 9 months ago in Reports 0 Shipped