Allow for Pivoted and Grouped Reports From Dashboards

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  • Idea
  • Updated 1 year ago
  • Under Consideration
  • (Edited)
Issue: Customer has a report that resides on a dashboard that uses "Group By" Week (date) and Also Pivoted on another field. When looking at the report on the dashboard it is correct, however, when exporting the dashboard out it doesn't match the format as seen on the dashboard. 

Root Cause: Its been called to my attention that reports which are both Grouped and Pivoted will not export that way and we will adjust (I think by removing the pivoting) of the report. 

The problem here is that the user doesn't have any option when exporting out the report if they want to include the report. In this case, they do not want the "un-pivoted" report exported out. They also don't want to remove the report from the dashboard because it does show correct in the UI. They are stuck with exporting it out and deleting it from the .ppt deck. 

  • Allow for this report to be exported out to PPT like it is on the dashboard without removing the pivoting/grouping. 
Until we can get it Fixed:
  • I noticed there is a popup on dashboards that says "some reports cannot be exported, etc." We need to include this combination of a report on that list and exclude it from the reports being exported altogether. 
  • Give the user the ability to pick and choose which reports they want on the dashboard to be exported. 
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Steve Davis, Employee

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Posted 1 year ago

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Tanner LaFond

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I love this idea!  We have some reports that currently don't export into a PPT well at all due to them having both grouping and pivoting on them, and it would be fantastic if we could export them and have them come across organized and visually appealing.