Feature Requests

It would be great if filters existed similar to Power BI, such as 'This Week', 'This Month', etc

Add a hotkey like Command F to enable the find function within a grid, card or kanban view type.

Add the ability to "Subscribe to a Report" in a grid view that will allow users to schedule a report to be send to them at a specific date/time. The email notifications should contain a link to the report and optionally a file attachement in CSV, spreadsheet, or pdf format.

I would love to see a feature in the Document Designer module that allows us to generate documents directly from the desired record. Currently, we have to navigate to the Document Designer module and then select the record, but it would be more efficient if we could create the document directly from the record itself.

I really need to generate a report of aggregated records which i can publish automatically and email out via an automation. I have been struggling with the need to have a good old-fashioned report generator. In Grid View can setup a sorted, filtered and grouped view, but there is no way to publish this, as publishing from grid view does not respect grouping. The best I can come up with is taking a screen shot of a grid view which does not lend itself to automation or to data longer than my screen. Note the attached file. I need a report that looks and totals columns like this. I would also like to have a widget that would let me embed a view like this on our website.

I would like to propose the ability to attach the generated documents directly to the record in the Document Designer module. Currently, we can only export the result as a PDF, but it would be extremely valuable if we could also have the option to automatically attach the document as a PDF or Word file to the respective record. This feature would streamline our workflow and ensure easy access to the documents within the context of the associated record.

I would like to propose the addition of dynamic filters in the Document Designer module, similar to the ones available for related records. This would empower us to create more customized and targeted documents by dynamically filtering the data pulled from the records. It would greatly enhance the flexibility and usability of the module.

I overlooked the add Folder option because its mouse-over on the create new view button. might be better to embed the new folder in the menu itself or reduce the delay between mouse-over event and the popup itself.

While the ability to stick "tasks" just about everywhere in SS is a huge value-add, I have a client that's finding it hard to keep track of what's been assigned to her direct reports, what's been completed, what's still left to do and by when, etc.