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Report and Segment on Preserved Historical data for MRR and ARR - Revenue Center

Preserve the historical data so we can report and segment on months in the past with the correct ARR/MRRvalue?
Guest 24 days ago in APIs & Data / Reports 0

Add a Last Week filter option

Both the month and quarter time filters allow for the selection of "previous" month or quarter as well as Last XX Days but for the days time filter the only options are last 3 days, last 7 days, and last 14 days. The ability to compare Week over W...
James Elphick about 2 months ago in Reports 0 Collecting Feedback

Dates of field update (history)

We would like to see the history data of field updates and pull this to understand the status of the accounts. This is relevant for us to track the team's KPI. Looking for both fields that were updated manually and automatically with a rule setup.
Guest about 1 month ago in Reports 0

Ability to use all segment types (Account, Collection, Touchpoints, etc) in Reports

Currently, you can only use Account level segments in Reporting. You can't even use an Account level segment that uses collection-level filters within reporting. This is a huge gap - our organization has a lot of critical data in Collections, beca...
Colleen Grande 2 months ago in Reports / Segments 0 Collecting Feedback

Better Reporting /Graphical Representation

The current reporting capability is pretty bad. Imagine putting a presentation where you want to display the customers consumption on ppt. I can create bar chart and paste 6 customer related bar charts on one slide. But on totango i would have to ...
Guest 5 months ago in Reports 0 Collecting Feedback

Filter accounts based on attribute changes over time

I'd like to be able to create a report of when an attribute was changed and the value it was changed to on a given date. I'd like to be able to use this attribute change date as a filter for segments.
Guest 2 months ago in Reports 0 Collecting Feedback

Text Wrapping for Reports

Text often gets cut off in report views and you have to hover over to see the full text. See attached example
Ariel McCollough 5 months ago in Reports 0 Collecting Feedback

Ability to fix renewals showing in incorrect quarter

Totango takes a snapshot at the start of the quarter for accounts in renewal. If there has been any admin errors on the renewal dates then you're stuck with a renewal in the segment filter of "Renewable Accounts in the Current Quarter" and it's al...
Daniel 3 months ago in Reports 0

Task Reporting By Unique Account Role vs Account

Currently, we have unique roles working within Totango and associated with accounts. The unique roles are assigned different tasks on an account. Currently, task reporting is limited to the account vs unique role on the account. As a result, in Sc...
Guest about 1 year ago in Reports / SuccessPlays and Tasks 0

Filtering on Work, Timeline, and Agenda, etc.

As of today when applying a filter in areas like Work, Timeline, and Agenda, the system doesn't narrow down the list of results to solely those that meet the criteria -- it still surfaces accounts where the criteria are not met and says, "There ar...
Guest over 1 year ago in Reports 0 Collecting Feedback