Skip to main content
katie_b
Helper ⭐️
May 10, 2024
New Idea

Cheat Sheet Data Reporting

Related products:CS Reports
  • May 10, 2024
  • 0 replies
  • 68 views

Our team is loving the new Cheat Sheet functionality. One additional use case we’ve identified is to aid in our leadership risk reporting. We’d love to see a way we could pull in the content from the Risk/Issues section into our leadership risk reports. I think this is more comprehensive than just the Risk CTA Comments and a better summary view than showing all risk update timeline activities.

This is just one use case, but ultimately seeing a refreshed data pull section by section that could be tied into other reports would be a huge benefit!