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SmartSimple Idea Lab: Reporting and Analytics

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Switch Primary Dataset in Reports

Would love to switch primary dataset in reports after they have been created for simplicity and convenience when tying to wfs / Gort export

2 votes

Elijah Biggs shared this idea · Feb 13, 2026 · Report… · Admin →

Not Planned ·

AdminJohn Fulton (Director of Product Management, SmartSimple, Foundant Technologies) responded · Feb 20, 2026

Not planning in the near term

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Elijah Biggs commented · February 19, 2026 8:54 AM · Report

As far as I can tell, only the primary dataset can be referenced for connected wfs (based on matching UTA and level). So if I want a report to take an action on L1s and then I want to repurpose that report to take an action on L2s, I need to rebuilt the whole report with the “Activities” dataset as primary

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- Primary Dataset.png 21 KB
- Associated Workflows.png 70 KB