Users need the ability to interact with summarized (grouped) report data directly within dashboards during meetings and discussions, without being redirected to other pages. This is important for maintaining context, improving usability, and enabling smoother navigation when presenting or analyzing data live.
Current Limitation:
When a grouped report is added to a dashboard, it is displayed in a summarized view. Clicking on a summary row redirects the user to the underlying project or record instead of expanding the grouped data within the dashboard itself. Unlike reports, dashboards do not support in-place expansion of grouped rows.
Requested Enhancement:
Enable drill-down or expand/collapse functionality within dashboard reports, allowing users to click on a grouped summary row and view the underlying items directly within the same dashboard (similar to how it works in the report view), without redirecting to another page.
Expected Outcome:
Users can seamlessly expand grouped data within dashboards, maintaining their current view and context. This will improve usability during meetings, reduce navigation disruptions, and provide a more interactive and efficient reporting experience.
Impact:
- Enhances user experience and efficiency during live discussions and reporting
- Reduces context switching and unnecessary navigation
- Aligns dashboard behavior more closely with report functionality
- Improves adoption and usability of dashboards for decision-making