Client Friendly Reports

[#1]

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

[#2]

Yes! This would be huge for us as well.

[#3]

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.

[#4]

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! 🙂