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Filter Issues & Images
Posted Feb 20, 2025
Hi Team,
All our internal and customer reporting is run monthly for the full range of the previous month. We also conduct trend reporting, typically over three months. In some cases, we provide reports covering six or twelve months.
Customer reports are sent in PDF format, as many of our customers use these reports in board and management meetings.
However, there are a few features missing from the new dashboard builder that impact both us and our customers:
-
Date Filter – "Month" Option
- The date filter for rolling ranges needs to include a "month" option. Additionally, options like "last 3 months" or "last 6 months" are misleading, as they include an unclear date range.
- For example, when running "last 3 months" in February, I expect the data to include November 1 to January 31. However, the current filter seems to use the last 90 days, resulting in partial data from November and February. This is inconsistent with a "month-based" filter.
- The existing filter should either be labeled accurately or a new filter for actual calendar months should be created.
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Displaying Selected Filter Values
- We and our customers need to see the selected dates on the reports to assess and validate the data properly. All filter selections should be displayed for verification.
- Customers often print these reports in PDF format for board meetings, yet the reports lack critical information such as the date range and the organization name.
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Images and Company Logos
- The new dashboard builder no longer allows us to include images on dashboards. Previously, we added our company logo to the PDF exports sent to customers, but this is no longer possible.
These missing features significantly impact the professionalism of the reports we provide to our customers.
Thank you,
Melanie
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1 comment
Shawna James
Thank you for taking the time to provide us with your feedback. This has been logged for our PM team to review. For others who may be interested in this feature request, please add your support by upvoting this post and/or adding your use case to the comments below. Thank you again!
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