Reporting - Phase 2 - WebApps + Modules
Allow selection of any Module/WebApp as the source of data (allow multiple)
Available column choices would be determined by what the chosen sources are
Filterable on all fields
Have a wider range of bulk actions: Add to category, set enabled/disable, set release/expiry date, set Secure Zone, set owner, bulk delete, export
Also allow multi-select on Forms for Cases Reporting
(Updated 19/01/2022)
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Comments21
Emily Dickson
Jan 11, 2021
Daniel Depaz has asked - is there a way to select multi forms in cases, with the name of the form appearing in the list?
Nov 24, 2020
You can expect to see this CRM Users report generator very soon, with more tabs to follow (Form Cases, and Custom) - https://www.loom.com/share/3d5b4edf79ab4efcb9794dcba344f503
Helen Eichel
Nov 24, 2020
Matt Walter: That's wonderful news on the reporting Matt! Thanks!
Liz Gibbs
Nov 24, 2020
Matt Walter: So looking forward to this one!
Liz Gibbs
Nov 12, 2019
Reporting on a webapp before export (rather than having to export all of webapp)
Martin Sanderson
Nov 12, 2019
Liz Gibbs: great idea - thanks!
Urszula Richards
Nov 18, 2019
Not sure if this is a separate point or not, but I have had a client enquiring (post migration) why no reports are coming through - ie. the site visitors etc - like the weekly ones sent through from BC.
Is this planned?
Luiz Sifuentes
Jan 21, 2020
Urszula Richards Martin Sanderson I have a client asking about the same thing. I do not have any analytics on the site currently, but wants to know if there is a way to generate a report for the last 8mo or so.
Matt Walter
Jan 21, 2020
Luiz Sifuentes: What analytics are you looking for? Something like Google Analytics should help you track site visits.
Martin Sanderson
Jan 22, 2020
Luiz Sifuentes: in addition to what Matt has said, we intend to integrate and display Google Analytics to the Site Dashboards.
This is something that we have internally spoken for a while, but it looks like we don't have a specific task for it on the roadmap, so I've made a task for it! - https://roadmap.siteglide.com/feature-requests/p/dashboard-google-analytics
Liz Gibbs
Sep 26, 2022
Have had clients accidentally delete report as the existing buttons at top of report results, ie: Run report, export, deleted selected items disappears as you scroll down while ticking entries in report results. The Delete, Cancel, Save buttons at bottom remain in view, so very easy to click the (report) delete button! Can you incorporate some new UI around this to avoid the confusion when new functionality added.
Jan 19, 2022
I've updated the task description to accurately reflect the plans for this update.
Previous post description:
Add reporting functionality to the Admin of sites. Possible places to start:
Please add any other wishes or ideas below and we'll review them before forming the task for the team to work on.
Bob Peterson
Jan 5, 2021
It would be great if we could create a Custom Report (especially for Cases), give it a name, and save it for reuse.
Matt Walter
Dec 10, 2020
Phase 1 is covered in today's release notes here -> http://help.siteglide.com/en/articles/4710906
We're continuing work, and welcome any feedback.
Nov 6, 2020
Helen Eichel
Nov 24, 2020
Matt Walter: Reports, dashboard and analytics have become a repeated potential client and current client request. Any idea on timing? Thanks Matt.
And at this point, does anyone have alternatives while I attempt to stall? Thanks
Matt Walter
Nov 24, 2020
Helen Eichel: What would they like to see on a dashboard? For analytics there's solutions you can use such as Google Analytics. This task is specifically for reports. I'll post an update on that shortly.
Martin Sanderson
Jan 21, 2020
Shorter-term suggestion for this one: https://roadmap.siteglide.com/feature-requests/p/reporting-quick-win-date-filter