Yes please. When you have created a “template” report for a certain user type it would be great if all widgets included in the report could be changed by only changing this one place.
The ask is to be able to use a single master report for various needs (focused on the plans health and progress). By implementing a master filter accessible at the top of the report page (filter by owners, FA, Plans), users can create one specific view tailored to their preferences. This eliminates the need to replicate reports, for different owners, departments, or plans, saving significant time and effort and avoiding struggles for everyone trying to build a meaningful view. Moreover, having everyone read the data in the same way ensures consistency and promotes better collaboration across the organization.
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Comments3
Gray Radar
Nov 20, 2025
Yes please.
When you have created a “template” report for a certain user type it would be great if all widgets included in the report could be changed by only changing this one place.
Olive Launchsite
Sep 15, 2025
•Merged request
•1 vote
Date filtering for all widgets on reports
Date variable - create a variable that can be added to reports to automate date entry so that the user doesn't have to update every time.
Indigo Sandwich
Sep 15, 2025
•Merged request
•5 votes
Have a master filter on top of reports.
The ask is to be able to use a single master report for various needs (focused on the plans health and progress). By implementing a master filter accessible at the top of the report page (filter by owners, FA, Plans), users can create one specific view tailored to their preferences. This eliminates the need to replicate reports, for different owners, departments, or plans, saving significant time and effort and avoiding struggles for everyone trying to build a meaningful view.
Moreover, having everyone read the data in the same way ensures consistency and promotes better collaboration across the organization.