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Risk Scatterplot Chart > Click & Open Up Goal
When you click on the goal for the Risk Scatterplot in Reports - open up the Risks tab for that goal in the sidebar. Currently the chart is not clickable.
Success Criteria in Reports - Order by Dates (Currently Alphabetical)
Update the Sort Order for Success Criteria in Reports to be driven by End Date - not alphabetical.
Return to Top Button
Client (Elrad) mentioned that when going deep into the report, to get back to the top it requires a lot of scrolling. They’d like consideration to add a floating button (top left, bottom left, wherever) when clicked would take you to the top of the report. I could see that useful in the plan view as well.
Risks > Filter a Strategy Table - only show those with Risks added
Ability to group or filter those with Risks attributed against them.
Adjust "Days Since Last Update" reporting logic for different frequencies
Currently, the reporting system flags an item as red if it has been more than 30 days since the last update, displaying the exact number of days. While this works great for weekly or monthly updates, it creates a false "overdue" status for items on a bi-annual or quarterly schedule, where longer gaps between updates are expected.
Auto-Calculating Numerical Fields
Hi team - please can we have auto-calculating fields e.g. Rating 1 = 3 Rating 2 = 6 Calculated Rating = 6 x 3 This is useful for Risk Management.
Global Settings for AI
I believe we’re going to have more clients that will need workspace wide guidance for the AI. For example, to always get the AI to produce results in Spanish — I’m working with a POC for Golden Foods. All of their updates and goals are in spanish, but AI still produces summaries in english
Reporting > Strategy Tables > Actions > Checklist or Milestones
Have the option to go the one level deeper and pull Milestones and Checklist items.
Request Update Should Allow you to see status BEFORE sending out email
Is it possible to see the list of owners and who has done their updates listed out BEFORE we send out the email reminder? Just a way for the owner to know the situation before sending out a note.
Reports > Focus Area > Filter on Measure Tables
Hi team - please can we add the ability to filter by Focus Area for the Strategy Tables e.g. Measure Table.
Option to delete comments in Reports
Could we add an option to delete comments in Reports? For Admins and maybe the person that made the comment only. Since we cannot edit them to fix typos or delete a comment that is no longer relevant
Custom Chart Improvement (Baseline Starting Month to "Zero" for New Year)
(Impacting measures that are connected to a metric and using the YTD setting) The custom charts currently calculating "Change from Previous Period" by pulling data from the underlying Metric’s history, even if that history predates the start date of the Measure itself. Example: Metric contains data for 2025 and 2026 but has YTD January. Measure starts Jan 2026 but chart shows Jan value as difference from Dec 2025-Jan 2026 Problem: The user’s intent in creating a measure that starts in 2026 is to establish a new baseline. The workaround is for the customer to import metrics for every year, or skip the integration altogether which defeats the purpose. Suggestion: The chart should respect the measure start date as a hard boundary.
Add Brand Colours / Fonts to Reports
Customers would like our Reports to be more 'internal' looking - being able to edit the font and colours of charts, text etc. would support!
[Table] Combining different filter formulas in the same filter
As of now, each filter formula can only be used one time. We typically combine different filters (like “Tag is XYZ” and “Title contains “ABC”” , one of each) but it is not possible to apply two formulas for the same filter like “Title contains ABC” but “Title does not contain ABC 3 ” (unless it is a dropdown filter, like the Health one in which we can pick multiple options). In some cases, customers add naming conventions to objectives (Let’s take as an example: “Region ABC-1”, “Region ABC-2”, “Region ABC-3”). If I want to show ABC-1 and ABC-2 in a table, I would choose those objectives as data source, but in scenarios where there are many objectives it would be useful to just apply the filter for the title as “contains ABC” so it would show all of those objectives, but exclude for example “ABC-3” hence why combining the different logics would be useful.
Concise Scheduled Update Templates
Ability to create a Scheduled Update template that only requires a title line to be added and no additional information. The purpose is to have cleaner and more concise reports where, instead of an update of at least three lines (inclusive of title, date, and update), it is only one line. A headline update, rather than a detailed one.
Further customize AI reporting
When I first built this report I prompted Tapestry to give me a summary with colored bullet points (traffic lights) - this worked, and it was really good! Now they are gone, despite the original prompt still being in place. Also the AI summary refers to Central Europe, APAC and the Nordics when really the comment is about a specific country, not a region. These are not terms we use. I would like the AI just to refer to the country only.
Insights AI > Reports AI
Hi team - can we have the ability for a selected or preferred framework (Such as Balanced Scorecard BSC) to be factored in Report-level summaries like we do in the Insights > Intelligence page
Report Template Suggestion: Risk Overview
Hi team - would be cool to see a risk focused Report template, highlight them, includes plans of attacks. Focuses on 'At Risk' items etc.
Relationships in Objective Summaries Widget
Hi team - creating a report for the team and another thing that would be useful in the OS drilldowns - is the ability to see all the Relationships e.g. Dependency to X, Risk to Y etc.