Make Relationship/Rollup fields reportable in dashboards | Voters

Make Relationship/Rollup fields reportable in dashboards

Emily Prasad

We cannot currently pull relationship or rollup fields into Dashboard reporting. We are using relationships & rollup fields to keep regularly updated fields up to date across all lists/tasks (i.e. if a person's manager changes and they're also on our training waiting list, we only have to change the manager in one place but the info flows through to the linked task in the waiting list as well). For example, I'd like to be able group a dashboard chart by manager to see how many people with the same manager are on the waitlist (or from the same team, in the same level, etc.).

March 22, 2023

Jaden Ramos

I could really use this feature. It would be a godsent if we could get this to work.

Andrew Tomassetti

We would love to see this as well. Relationships are something we are using more instead of a straight hierarchy of tasks and subtasks, however the major gap that exists is when linking tasks there is essentially no reportability.

Sylvie De Smet

please for me too

Miriam Daub

Need this in bar charts as an example. We use relationship fields to tie work to clients, and we can't use dashboards to summarize work by client because of this limitation.

Flora Pearson

We also need this

Kristine

Yes, please make this possible! I'd love to track future income that's reported via a rollup, and see that in my dashboard. I have to manually enter any future income as it stands, which kind of makes the rollup feature useless.

Francois Meler

This is SO KEY!!! we need to be able to use relationship custom field inside Dashboard view. I'm sick and tired of using dropdowns and labels on each item from different lists and pull that in these freaking Dashboard. Seriously. We need it.

Cody Anderson

We currently use a dropdown for a list of information that gets added to constantly. I would like to use a relationship custom field to a list of these items instead, but I use these as a group-by option in the dashboards. I cannot use the custom field relationship to group by these, so I have to keep updating a drop-down list instead. Having this available in dashboards would allow us to move forward with utilizing the relationships in ClickUp.

Kaspar Janssen

same

Mykyta Skibinskii

It's also super important feature for us: we are connecting tasks to our epics and we desperately need to see the progress against the epic in somehow (not just the statuses)

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