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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 about 2 months 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 about 2 months ago in Enhancement 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 about 2 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 about 2 months 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 about 2 months ago in  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 about 2 months ago in Enhancement 0 Needs review

Allow users to collapse the Table preview pane in the SQL Lab view.

On a laptop screen, the Database/Schema/table column preview pane takes up about a third of a web window. The pane can be expanded but not collapsed, this would free up valuable real estate to write and debug in the SQL Lab. Thanks!
Guest 2 months ago in Enhancement 0 Needs review

Option to customize the 'No result ...' display for charts in dashboard

What problem or goal is the end user trying to solve or accomplish? When the dashboard filter does not return any result in the charts, this phrase will be shown: No results were returned for this query. It would be great to modify the phrase. How...
Daniel Watania 2 months ago in New feature 1 Needs review

AI Assist: Redshift Support

Supporting Redshift for the AI Assist natural language -> SQL feature
Sophie You 2 months ago in Enhancement 0 Gathering Feedback

Ability to search through Pivot Table Chart columns

What is the problem or goal the end user is trying to solve or accomplish? Search dynamically through columns in a Pivot Table How are they solving it currently? There is a workaround via dashboard filters, but that involves the creation of too ma...
Customer Engagement 2 months ago in Enhancement 0 Needs review