Client Friendly Reports | Community
Skip to main content
K
KatherineHa1
Level 8
June 1, 2018
New

Client Friendly Reports

  • June 1, 2018
  • 3 replies
  • 672 views

Clients would like to see certain information in a nice clean way without having to reference a bunch of different widgets/reports.

  • Solution Idea: The big thing is cross-object reporting by which I mean, bring up information currently in “collections” but able to filter (without having empty paragraph breaks), sort, and conditionally format. Also great to have a limit on number of items returned. (i.e. Next 2 Tasks Due). So my filter is tasks not complete sorted by due date, but only 2 tasks appear even though there are 100 tasks that are still not completed on that project.
    • Nice to have: Ability to load a specific client logo and select color branding in the report settings so the report can be exported or setup for Repeat Delivery without having the PM manually manipulate everything

    3 replies

    JoanneDuckman
    JoanneDuckman
    Level 3
    June 3, 2018

    Yes! This would be huge for us as well.

    C
    CustomerSu
    Level 10
    June 4, 2018

    We haven't really used client friendly reports as each clients has asked for a different layout in a Word document. It might be worth exploring further though.

    Kelly_Wehrmann
    Kelly_Wehrmann
    Level 9
    March 27, 2019

    We would really be interested in this suggestion in respect to having better control to include information from collections with capability to format, filter, and sort! :)

    Terms & ConditionsAccessibility statement

    Loading footer...