Skip to Main Content
Preset Feature Feedback
ADD A NEW IDEA

All ideas

Showing 758 of 758

add columns dynamically to a table based on the filter applied

What is the problem or goal the end user is trying to solve or accomplish? The user wants to add columns to a table chart based on the filter applied How are they solving it currently? There is no workaround What is the recommended solution by the...
Customer Engagement about 17 hours ago in New feature 0 Needs review

Commenting: Sync with CRM

What is the problem or goal the end user is trying to solve or accomplish? For teams who share data with their customers, they would like to use Preset's commenting feature to communicate with their customers, many teams manage their customer rela...
Juliann Forbes 4 days ago in New feature 0 Needs review

Enable the `allow-popups-to-escape-sandbox` option on the Embedded Dashboard

What is the problem or goal the end user is trying to solve or accomplish? Preset Admin can insert a clickable link on a chart for their user to access with the target="_blank" HTML attribute so that it will open in a new tab. However, it will not...
Daniel Watania 4 days ago in Enhancement 0 Needs review

Commenting: Control of What Dashboards be Commented On

What is the problem or goal the end user is trying to solve or accomplish? Users want to be able to limit what can be commented on / remove some functionality for their workspaces. How are they solving it currently? Ask to enable / disable comment...
Juliann Forbes 9 days ago in Enhancement 0 Needs review

Usage Metrics: Exclude Users

What is the problem or goal the end user is trying to solve or accomplish? Admins looking at the dashboard want to see the usage of non-admin users How are they solving it currently? Not possible What is the recommended solution by the Customer? A...
Juliann Forbes 4 days ago in Enhancement 0 Needs review

Commenting: Usage Metrics

What is the problem or goal the end user is trying to solve or accomplish? Knowing which assets have the most comments & who are the top commenters. How are they solving it currently? N/A What is the recommended solution by the Customer? In th...
Juliann Forbes 4 days ago in New feature 0 Needs review

automatically send invoices to a specific email address as they get billed

What is the problem or goal the end user is trying to solve or accomplish? They user wants to receive the invoice as soon as it its billed How are they solving it currently? They need to access to the Preset platform to download it What is the rec...
Customer Engagement 7 days ago in New feature 0 Needs review

Change the Big Number to European Number Format

What is the problem or goal the end user is trying to solve or accomplish? Use Decimal Comma as Decimal Separator and the Point as Thousands separator How are they solving it currently? There is no workaround What is the recommended solution by th...
Customer Engagement 7 days ago in New feature 0 Needs review

Add Dashboard Refresh API endpoint

What is the problem or goal the end user is trying to solve or accomplish? Currently, you can use the API to refresh chart data but not dashboard data. How are they solving it currently? Manually refresh the dashboard cache or set the fixed refres...
Daniel Watania 8 days ago in  0 Needs review
107 VOTE

Time Shift Comparison control on Dashboard

What is the problem or goal the end user is trying to solve or accomplish? Dashboard creator wants to allow the user who investigate the data will be able to choose the dates he wants to compare. How are they solving it currently? Add the control ...
Customer Engagement over 1 year ago in  1 Gathering Feedback