Reports

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Prevent changes to ranking on view-only shared prioritization view

At this time there is no way to prevent users from amending the ranking/priority order on the Prioritization view, even when the report is set to "View only". The work around today is to share the view as a saved webpage rather then sharing within...

Chris Quigley over 2 years ago in Reports 1 Shipped

42 VOTE

Pivot table: Order products by priority in pivot table

When using Products as a row value in the Roadmap Pivot Table, the products are ordered alphabetically. Is there a way for product managers to specify a unique ordering based on product importance within their portfolio (or some other arbitrary or...

Suzanne Vaughan over 10 years ago in Reports 6 Shipped

37 VOTE

Report and Notebook 'Dashboard' Needed

As we are building more and more reports across teams and product/product lines, the 'Shared Report' section is getting quite messy and it is becoming increasingly difficult to know which report is which with nothing to go on but the name. This is...

Guest over 9 years ago in Reports 2 Shipped

5 VOTE

Ability to have the 'Create a copy' option maintained when copying a dashboard

What is the challenge? I have a template dashboard where I have unchecked the 'Create a copy' box to I can maintain a single copy of the reports in the dashboard. When I make a copy of the dashboard template, the 'Create a copy' setting is lost in...

Guest over 1 year ago in Reports 0 Shipped

3 VOTE

Use the inherent formatting of the data in the “Sum Values” view as in the “List Records” view

What is the challenge? We have currency values in the pivot. When we summarize the values in the cells we need the currency formatting to be retained in the cells and summary rows/columns. What is the impact? Pivots and charts are not correctly re...

Nathaniel Collum 10 months ago in Reports 0 Shipped

2 VOTE

In advanced filters with OR groups, ensure options are filtered down in the correct group and not globally

What is the challenge? When using two or more OR subgroups with advanced filters, if the same filter, such as workspace name, is used in both groups, other filter options will be narrowed down to the workspace(s) selected in the first filter group...

Maria Plotkina 7 months ago in Reports 0 Shipped

24 VOTE

Link business models to initiatives

We use lean canvas (business model) as a way of expressing the value of an idea - we then track the lean canvas model from when it was created through to approval an on a product roadmap at which point we would create an initiative. To help us tra...

Guest over 6 years ago in Reports 4 Shipped

33 VOTE

Allow product line checkbox to select all products within product line in product filters

We have multiple product lines containing many products, and it'd be very helpful to be able to select a single product line within the product filter in report views to have all subordinate products (or product lines - for those that are multiple...

Guest about 9 years ago in Reports 11 Shipped

7 VOTE

Add a "time frame is not blank" option for report filtering

Currently, you can filter by each individual time frame, multi-select time frames, or filter by no time frame. I would like to be able to filter by "time frame is not blank" that way there is less maintenance needed each time a new time frame is a...

Guest almost 2 years ago in Reports 0 Shipped

19 VOTE

Enable Reporting on notes data (Info > Notes)

Reporting on notes would be valuable for supporting the maintenance of a large scale knowledge base. Suggested fields include the following: Note / header name Parent header (if nested) Created by Created on Last updated by Last updated on (e.g. m...

Matt Case about 5 years ago in Notes / Reports 7 Shipped

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