Ability to report on historical data entered in a custom from | Community
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MarieKe1
Level 6
March 13, 2017
New

Ability to report on historical data entered in a custom from

  • March 13, 2017
  • 2 replies
  • 391 views

Custom form data can be sent to the Update Feed, but there is no way to report on it historically, or to pull then into a report.

ex: We have a custom form where our PM's enter a weekly status report. The form/update will show on the Update feed -but will eventually fall off & be unreportable.

Our users think because it is on the update feed, that I can always report on this, but I cannot. This is important data for us to have historically.

    2 replies

    Kelly_Wehrmann
    Kelly_Wehrmann
    Level 9
    March 13, 2017

    We currently have a custom form that we attach to Issues to create our Status Updates/Reports. This has been the only way to have a historical perspective of updates that have been provided, but there is overhead associated with this method. It just seems like there would be a better way to handle this in the tool from a capture and reporting perspective, all the way around.

    evan_f1
    evan_f1
    Level 2
    March 15, 2019

    Wish I could drop about 100 votes on this one. This would be paramount to operation, where multiple people could have been assigned to a project or request, but reports can only pull data on individuals currently assigned, not previously assigned. This also is the case for previous status', date and time.

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