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Question

Report Conditional Formatting


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Are there any plans to introduce conditional formatting to reports?



I have a number of use cases where this would be extremely helpful.




  • Color cells based on Overall scorecard score.


  • Color cells based on opportunity probability / forecast

4 replies

rakesh
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  • Lets put your data to work!
  • 835 replies
  • August 1, 2019
Hi @harriseilenberg



It is very apparant to see the value of this request. When we tried to do a quick experiment, the tables started taking longer time to load. If we have 10 such reports in a dashboard, it would add considerable time to the already large dashboard load times.



I do not think this tradeoff makes sense given the levels of current performance of the product. Will consider this if we make any headway in any angle



johntrask_bt
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  • Contributor ⭐️⭐️⭐️⭐️⭐️
  • 64 replies
  • March 5, 2025

Any update on this? Have you re-tested since switching to the Horizon UI?


kstim
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  • Helper ⭐️⭐️
  • 239 replies
  • March 5, 2025

I think it would be pretty helpful having the ability to color certain rows in a tabular report depending on certain criteria, so that it jumps out quicker to users. Sorting is helpful, but is not always eye catching.

For example, if you have a table report that shows data for accounts with a QBR logged in the last 3 months, it would be nice to visually see rows highlighted in green for the accounts who had a more recent QBR, yellow for middle of the road, and red for a QBR closer to 3 months ago.


bradley
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  • Expert ⭐️
  • 1126 replies
  • March 7, 2025
kstim wrote:

I think it would be pretty helpful having the ability to color certain rows in a tabular report depending on certain criteria, so that it jumps out quicker to users. Sorting is helpful, but is not always eye catching.

For example, if you have a table report that shows data for accounts with a QBR logged in the last 3 months, it would be nice to visually see rows highlighted in green for the accounts who had a more recent QBR, yellow for middle of the road, and red for a QBR closer to 3 months ago.

I think something like this is planned in a release Later This Year. It likely won’t apply to the scorecard widget reports, but should allow for some conditional logic if I understood correctly.


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