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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 8 months ago in New feature 0 Needs review

Improve User Management

What is the problem or goal the end user is trying to solve or accomplish? When managing Team and Workspace roles/users, current set up requires you to scroll through every page rather than sort, or search for a specific user. Makes auditing and c...
Tharuman Thavakumar over 2 years ago in New feature 0 Gathering Feedback

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 8 months 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 8 months ago in New feature 0 Needs review

Export into Google Sheet

What is the problem or goal the end user is trying to solve or accomplish? The level of manipulation of googles sheets is unparalleled. It would be nice to have Executives who are used to google sheets be able to drill into chart data with an easi...
Sunny Xu over 1 year ago in New feature 0 Needs review

Create dataset from procedures

Users would like to be able to create virtual datasets based on stored procedures.
Vítor Ávila over 1 year ago in New feature 0 Needs review

Create an option to limit the Alert/Report notification recipient to be within the organization's domain

1) What is the problem or goal the end user is trying to solve or accomplish? Workspace Admin is trying to limit the delivery of Alert/Report notifications to the internal recipients, meaning within the organization's email domain. 2) How are they...
Daniel Watania over 1 year ago in New feature 0 Needs review

Reset Filter Bar to Default Filters

What is the problem or goal the end user is trying to solve or accomplish? Currently if a user changes the default filters there's no way to return to the default fitler state without reloading the dashboard. How are they solving it currently? Ref...
Juliann Forbes about 1 year ago in New feature 0 Needs review

Configure the aggregation function independently for rows/columns on the Pivot Table Chart

What is the problem or goal the end user is trying to solve or accomplish? Users have different columns on their Table Charts (some displaying total counts, and others displaying AVG), but unfortunately it's not possible to configure the aggregati...
Vítor Ávila over 2 years ago in New feature 0 Gathering Feedback

Ability to set some filters as read only for embedded users

What is the problem or goal the end user is trying to solve or accomplish? When creating dashboards, creators would like to have filters that would benefit the creation and maintenance of the dashboard. However, these filters shouldn't be interact...
Vítor Ávila about 2 years ago in New feature 0 Needs review