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Client Friendly Reports

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KatherineHa1
Level 10

01-06-2018

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 Comments

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CustomerSu
Level 10

04-06-2018

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.

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Kelly_Wehrmann
Level 10

27-03-2019

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! 🙂

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