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Report Builder Left Panel should be adjustable
The left panel that designates the slides in the Report Builder should be adjustable. We can fit ~28 characters in the panel which makes it difficult to write titles for multiple slides. There is a lot of white space between the chart and the left panel on a full HD monitor meaning there would not be any impact to the…
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Add ability to set comments as NOT specific to context selections
Description: As a Page Builder, I would like to have a toggle with two options: Comments are specific to context selections / Comments are NOT specific to context selections. Benefit/use case: 1. I can't use comments with a card if it has Users List as a dimension. It's not possible to see comments from other users in this…
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SUGGESTION: have an indicator, at the top level, if a section has any formatting currently applied.
This is for Management Reporting. Have an indicator, at the top level, if a section has any formatting currently applied. Removes the need for the builder to click through each to find out.
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Management Reporting REQUEST: give us pixel size as we resize a card by dragging
Give us pixel size as we resize a card by dragging OR let us set/adjust card size by pixels in the Card Configuration.
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REQUEST: allow for top/middle/bottom alignment of text in Management Reporting
REQUEST: allow for top/middle/bottom alignment of text in Management Reporting
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REQUEST: Import Dashboard Tool for MR.
It would let us take an existing Page and convert it into the beginnings of a MR. All of the Cards would get transferred over, leaving the Builder to organize and resize them.
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REQUEST: allow us to set the background to an Image via Line Item or URL.
We can use an image. The frustration is then accidentally click-dragging this background. If we had Lock that would help. I would love the option for Background color to also allow for a URL or Line Item.
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REQUEST: allow for ‘Align Center' in Management Reporting
Just what is says. 🙂
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Ability to Zoom when in present mode on management reports
It would be good to be able to zoom in, spotlight and scroll when in 'Present' mode on the management reporting screen. At the moment it is difficult to be able to use the present mode when presenting reports to a client due to being hard to read smaller numbers.
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REQUEST: Allow the designer to designate if a specific card will show up on PDF export.
I am hosting a Table to allow the viewer to switch between two scenarios while viewing in mode. But when I export it would be nice if that Table was hidden.
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REQUEST: Font color selection should persist when LI is changed
When the designer has se the font color for a Line Item value within a Text card, if they change the Line Item (by clicking the Line Item, clicking the “+”, and selecting a different Line Item) the font color gets set back to blank. It would be great if the font color selection would persist.
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SUGGESTION: show if a certain dimension has Selective Access
Wondering if there would be a way to show (via a color?) if a certain dimension has Selective Access? When a user loads a page in the UX certain dimensions may be limited by Selective Access. A color on them would communicate to the end user two things:* you are in a set of data meant for you * there is more data that you…
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REQUEST: give us the ability, by Role, to turn off the Drill-In on a cell.
The end user should be able to be restricted from seeing the formulas that are behind a cell. Example: sales rep. the company doesn’t want them to see the complex calcs.
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REQUEST: if a Grid on a Board has a Form in it show the '+' symbol on the Grid.
REQUEST: if a Grid on a Board has a Form in it show the '+' symbol on the Grid.
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REQUEST: Allow an Action button to be used for page navigation.
REQUEST: Allow an Action button to be used for page navigation.
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REQUEST: allow us to paste a set of # colors across all the points.
Instead of clicking on each one…
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REQUEST: Duplicate Card in Boards.
Similar to Duplicate in MR.
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REQUEST: Give the PB the ability to add a Data Write action to any Card
Give the PB the ability to add a Data Write action to any Card through Configure Actions not just through an Action Card.
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REQUEST: Allow Access to be set through Page Categories
Either* An indicator of the category of each Page in this view * The ability to select based on Category
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REQUEST: make the Role order in Manage Access the same as in the Model
It would be lovely if the order that Roles appear as we manage Access conforms to the order the roles are in the Roles list in the model. In this model Standard Demos is the final entry in the list. But here you can see that VP of Sales is coming afterwards. I noticed this as I was attempting to scan down the list of…
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REQUEST: when Adding Quick Links to a Worksheet allow the PB to click-drag from the Add Pages list.
This will allow for the PB to set the order via drag-drop. Currently, if there are 4 Quick Links and the PB wants to add another one, but at the top of the list, they must delete the other Quick Links (losing any work on custom labeling), add the new Link, and then read all the other links (reapplying any custom labels).
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REQUEST: Allow the PB to leverage a Grid Card Template as the main Grid on a Worksheet.
Will let the PB spin up a Worksheet much faster. Will also allow them to test out a Board as a Worksheet to see which design works best for the specific planning case.
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REQUEST: hide the indicator for Card Type on Cards in the Additional Insights panel.
Right now each card still shows if it is an Action/Field/Text/etc…. when placed in the Additional Insights (in red). Those same Cards look so much nicer on a Board right now, as they don’t have this extra stuff up top (in green). I actually added a Title to one (Color Key) just so it doesn’t look like wasted space as much.…
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Insert Version should ask for Switchover date
When I want to Bulk Copy an existing version, currently I need to do two steps: 1/ Insert New Version 2/ Do the Bulk Copy In the first step, the system will create a new version that takes the maximum storage, as you are not asked to specify the switchover date prior to creating the new version. Therefore, due to storage…
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REQUEST: allow the PB to add a custom Warning message on a button that has been colored Negative .
Allow the Page Builder to add a custom Warning message on a button that has been colored Negative . When the PB colors a button Red they could add a message that says something like “This action will REMOVE all Selected Accounts. Are you sure?” and offer a “Y/N” or “OK/Cancel” options. Perhaps this “warning” modal could…
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REQUEST: let Field Cards leverage DCA for Read/Write status.
This Line Item has a DCA that means Read/Write is False. But you can see the “mm/dd/yyyy” prompt in it still. I would want it to be blank per the DCA.
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REQUEST: better indicator of applied filters while editing a Worksheet.
It would be lovely if the icon were to show an indication that it has a Filter applied while in on a Worksheet.
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REQUEST: ability to turn On/Off the option to Edit for Fields on a field Card.
Ability to turn On/Off the option to Edit for Fields on a field Card. To avoid needing to DCA or reference by formula.
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REQUEST: Allow the Write Data action to flip a Boolean
For Write Data action. If the Line Item is a Boolean it would be nice to be able to write “Opposite” instead of only True/False.
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REQUEST: Allow the PB to “host” Actions as Action Buttons along the top of the Grid Card.
When adding Actions to a Grid Card…allow the PB to “host” these as Action Buttons along the top of the Grid Card. It would provide a better visual connection between Action buttons and the Grid they are affecting. At the same time it would mean Actions aren’t always hidden within the menu on the Grid Card.