All ideas

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...

What is the problem or goal the end user is trying to solve or accomplish? According to the Tagging documentation, Viewer users can find Tagged Content. However, if they click on the Tag (from the Dashboard/Chart list menu), they will be redirecte...

What is the problem or goal the end user is trying to solve or accomplish? Customers need enhanced chart customization options (custom color schemes, label formatting, etc.) so they can align the Charts layout with their company's brand and create...

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...

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...

What is the problem or goal the end user is trying to solve or accomplish? Currently analyzing the data from the audit logs in Preset is a multi-step process which is not easily automated. How are they solving it currently? Export the data as a cs...

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...

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...

What is the problem or goal the end user is trying to solve or accomplish? When accessing Preset, in case the Preset account doesn't belong to any team, users would face a message advising them to verify the account, which is not the case: How are...

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...