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Client Friendly Reports


Level 10


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



Level 10


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.


Level 10


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! 🙂