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.).
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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)
Alex Morgan
Our clients would love to make use of this, breaking down task counts by related fields. Any chance this would be included in near-future Dashboard updates?
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Mitch Webster
Just tried to create a very simple dashboard.... like "incidents per customer" where customers are from a related list....aaaaarggh. bit of a showstopper.
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Christian Herrera
Desperately needing this functionality. The ability to measure how many relationships occur over a series of time with roll up fields that can be calculated would be amazing. Ie we have a series of reservations that occur for different vehicles. We link the task (reservation) to the vehicle(task). Would love be able to show how many tasks (reservations) are linked to the vehicle (task) over a series of time with custom date field parameters
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Stephen Hill
Same for me. The need to keep project budgets in a private list means relationships are the only way to marry financial details with other project details in summary views.
Mykyta Skibinskii
Stephen Hillі same here!
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Lionel Vanacker
The same situation for me. Thank you in advance to consider our needs
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Claire Albrecht
It's strange to offer the product as able to function as a CRM if you can't then report in a dashboard and filter by roll-up field or relationship. IE where we track artists in a CRM-style list, we can't then report on how many publications each artist was linked to in a year, or how many publications were by First Nations artists.
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Kristian Rossing Christensen
Really needed for project budgets and reporting..
Lily Chan
Merged in a post:
Relationships in Pie Charts
I keep track of Project Budgets in a separate list, and use this list with relationships in a Customer list.
I am unable to display the dynamic value of the project budgets for these customers in the Pie Chart because there is no option to link Relationships in Pie Chart.
Ruark Ferreira
This would be an absolute gamechanger! please implement
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