23 results found

1. Enable Links to Open L1s in BI Dashboards

   With the BI dashboards set up it is possible to drill down to the project number, however it would be extremely useful to be able to open the project directly from the dashboard rather than having to make a note of the project number and then loading the submission manager to view it.

   I’ve attached a screenshot example view – this is a drill down to hub level, and although I have hidden the project reference numbers they are displayed beneath each of the columns – a great improvement would be to hyperlink the project reference numbers and open the details directly from the dashboard (providing you have the correct permissions to view the details).

   For organisations that display these dashboards on an external website, there could be a toggle on/off “enable submission manager hyperlink” (or similar) so that they have the option of creating a dashboard for internal or external view.

   With the BI dashboards set up it is possible to drill down to the project number, however it would be extremely useful to be able to open the project directly from the dashboard rather than having to make a note of the project number and then loading the submission manager to view it.

   I’ve attached a screenshot example view – this is a drill down to hub level, and although I have hidden the project reference numbers they are displayed beneath each of the columns – a great improvement would be to hyperlink the project reference numbers and open the… more

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   Monitoring Interest  ·  0 comments  ·  Reporting and Analytics  ·  Delete…  ·  Admin →
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2. Include Object Name in Reports

   The Object ID can be included in reports, however it would also be useful if the object name could be included too - for example, Workflow, Custom Filed, UTA Name, etc.

   We have created a report to track and reference changes within the system, based on notes that are entered onto the object (we have created a specific category of notes to accommodate this). We can run a report that lists all the changes, but the only the numeric object ID is included - if the object name/description could also be included it would be extremely helpful in determining what the object is (e.g. a status, a workflow, a user role, an activity, a custom field, etc) - if we need to troubleshoot following changes applied the addition of this field would help to quickly identify all areas of the system that need to be looked at.

   See attachment for an example - this is based on our current report and includes a suggested additional column for the object name (column E).

   The Object ID can be included in reports, however it would also be useful if the object name could be included too - for example, Workflow, Custom Filed, UTA Name, etc.

   We have created a report to track and reference changes within the system, based on notes that are entered onto the object (we have created a specific category of notes to accommodate this). We can run a report that lists all the changes, but the only the numeric object ID is included - if the object name/description could also be included it would be extremely helpful in determining what… more

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   Monitoring Interest  ·  0 comments  ·  Reporting and Analytics  ·  Delete…  ·  Admin →
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3. Ability to get the latest activity with its fields in a report with L1 as parent dataset

   Users who are in financial or compliance would like to be able to report on existing Grants, with the latest (for example), budget amendment, financial report, etc. The report will contain Grant record fields, and latest budget amendment record fields.
   Currently, using the max function in a report column, only gives the max value of that specific column.
   This function or ability will be useful for a lot of clients.

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