Ability to Add Custom Text On Dashboards Before/After Each Report | Community
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J
JasonLi1
Level 2
August 24, 2017
Accepted

Ability to Add Custom Text On Dashboards Before/After Each Report

  • August 24, 2017
  • 4 replies
  • 614 views

Sometimes the reports on a dashboard need an introduction or explanation so the user understands what they are looking at. It would be great to be able to insert a Rich Text Field before and/or after each report as well as an overall dashboard header and footer.

Even better if this RTF allowed for dynamic text coming from native/custom fields (i.e. Project Name, Company Name, Custom Field X, etc.) as well as other variables such as $$TODAY, $$USER, etc.

    4 replies

    S
    SaraEl
    Level 5
    September 1, 2017

    We could really use this! I cannot count the number of times I have wanted to do this.

    A
    AndrewKo1
    Level 2
    October 19, 2017

    Great idea, this would be very helpful when sending reports and dashboards to our executive team.

    B
    BrittanyJo
    Level 4
    July 25, 2018

    This would be great! And also if the headers with field names could be locked in place when scrolling on each report. It is hard to understand the data when the headers disappear.

    B
    BarryBu2
    Level 8
    May 14, 2019

    AND for extra brownie points, the option to include individual report parameters (time/date the data was pulled, filter applied, who it was 'run as' etc.) in the header would be great.

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