4 results found

1. 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

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   1 comment  ·  Reporting and Analytics  ·  Delete…  ·  Admin →
   Not Planned  ·  AdminJohn Fulton (Director of Product Management, SmartSimple, Foundant Technologies) responded

   Not planning in the near term

2. For scheduled reports with an email notification, if there is no data in the exported file, then don't send an email.

   For a scheduled report, there is already an option to "Do not export file when no record is found".
   However, if you have also configured your scheduled report to send an email notification on completion, the email will still be sent in all circumstances, even if there was no exported file because there was no data.
   This issue is particularly noticeable if you have a report that runs daily, but in practice there might only be a few occasions a year where the exported file contains any data. This means there will be possibly hundreds of emails generated each year with no data.
   It would be more useful for the recipient user if there was an option for the email to also only be generated if a file with data had been generated to attach to the report. This would make the emails more relevant since they would only appear when action was required.

   For a scheduled report, there is already an option to "Do not export file when no record is found".
   However, if you have also configured your scheduled report to send an email notification on completion, the email will still be sent in all circumstances, even if there was no exported file because there was no data.
   This issue is particularly noticeable if you have a report that runs daily, but in practice there might only be a few occasions a year where the exported file contains any data. This means there will be possibly hundreds of emails generated each year… more

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   0 comments  ·  Reporting and Analytics  ·  Delete…  ·  Admin →
   Not Planned  ·  AdminJohn Fulton (Director of Product Management, SmartSimple, Foundant Technologies) responded

   We recommend a default template that includes the record count. We don't feel a configurable option is the best approach. If you agree, please submit another idea with the ask to provide more details on the results in the email so the user knows the report results. In addition, if you are attending the Unite event, we are having a brainstorming session on how to improve the report builder.

3. The ability to choose to wrap text or not for list views (functionality like excel)

   Some of our fields can have long values. I want to include them in listviews, but the text automatically wraps so that you can see everything. That sometimes makes a single record take up an entire page.

   I'd like the ability to opt out of text wrapping for some columns- completely understand that that means I may not be able to see all the text in the column. Sometimes it's enough to see that it is filled out, or the first few words.

   This would be similar to excel or google sheets, where you can determine how wide each column is for a list view and if the text wraps or not. Right now if I try to adjust the width of a column, the column auto correct back to their original size to adjust for the field values in my list view.

   Some of our fields can have long values. I want to include them in listviews, but the text automatically wraps so that you can see everything. That sometimes makes a single record take up an entire page.

   I'd like the ability to opt out of text wrapping for some columns- completely understand that that means I may not be able to see all the text in the column. Sometimes it's enough to see that it is filled out, or the first few words.

   This would be similar to excel or google sheets, where you can determine how wide each column… more

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   Not Planned  ·  0 comments  ·  Reporting and Analytics  ·  Delete…  ·  Admin →

4. Give the option (when configuring) to define whether a custom field should be allowed to be reported on

   Over time our system has become cluttered with custom fields (for ex. multiple fields called something similar) which makes it difficult for end-users to determine which fields are relevant, unless they have access to configuration mode to identify the ID of the field.

   It could be useful to have the option to mark a field whether it should be reportable or not, minimizing the list of available fields that can be used.

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   0 comments  ·  Reporting and Analytics  ·  Delete…  ·  Admin →
   Not Planned  ·  AdminMark Bridger (Product Owner, Foundant Technologies) responded

   Thank you for the suggestion—while the idea does have merit, it's not something we plan to pursue at this time. However, within the Report Builder, you can use the custom field search to filter the list of custom fields by caption, field name, or ID, which may help achieve a similar outcome.