Provide user functionality in the native transaction drill through which makes it easier for analysis and minimises the need to download transactions

1) save the filters and selections on how you want to see the transaction page ie which columns to hide and which to summarise as a favourite and open as a default to these (might be a Calumo voice item) - we are trying to move people away from excel

2) Button at the top to say expand or collapse all when using the function to drag column headers in and summarise?

13 When choosing the function to drag column headers in and summarise can the total value amount and count be against the bold column name which you are summarising by. Right now you need to have all the transactions showing to see the totals

One of the most requested enhancements for the Project Listing Report was to be actually able to filter at the top of each of the columns – like excel and the native transaction drilldown.

We are not keen to use bespoke functionality which makes it more difficult for us to support.

Our review of existing Calumo functionality is this is not possible even with our recent cube redesign. If we want to replicate the Excel functionality that is not possible. Calumo does not have the formulas to find unique values and turn it into dropdown. In the reports, that have the select from a list functionality they have a query behind each one. And that is then fed to a query as in the purchase order report. That is a lot of querying. We can move the member selections to the columns but that is cosmetic and not really the same as they can select parents and also select members not in the report. If we want Excel functionality, Gary prepared a sample report that has an export table button. This is a Calumo function, but doesn’t use the cube. It is only for SQL reports as in the transaction report.

Have a "Feature Toggle" to allow reports to be checked in and out.

When downloading you could have a box asking if you want to check the report out. Then when uploading it would automatically check the document in for you.

If you are downloading or uploading a report that has been checked out by another user it could warn you that the report is checked out by another user. It wouldn't stop you downloading or uploading, just a warning. If you are uploading and someone else uploaded a report when you had it checked out it could warn you that someone else had uploaded when checked out by you.

This would be good for ensuring there is no over writing of changes being made. Also when refreshing DEV and UAT environments it would indicate which reports might be wiped.

We have a suite of reports in an app which utilises the cached department/entity selection to drive all the reports. One of the reports provides the ability to show a list of departments rather than just one department and the selection is user defined. We would like to be able to favourite the set of selections for the report so when it refreshes it defaults to this favourite list rather than the cache. Our workaround is to open the page into a different window and save the link as a favourite in our web browser or copy it to a comments box in Calumo. Not ideal as it adds an extra step.

We would like to paste a document link into the commentary cell ie onedrive or sharepoint.

Currently When the link opens it will have an error message as it is trying to open in Calumo and not the onedrive location. We need to remove the following words from the front of the link in the browser window https://www.calumo.unsw.edu.au/” and it will open.

The best option is to right click and ask to open in a new tab so the existing Calumo report stays available as it currently opens in the same tab and you can't get back to Calumo.

We would also like to change the descriptor on the link. Currently if you would like to change the words showing with the link to something shorter use a Microsoft product like email or word to edit the hyperlink display name

Where we have a couple of variants of a report, I try to keep them in the same workbook and have each variant as a different tab in the workbook. That way, when I make an amendment to one of the reports, I can see the other worksheet(s) in the same workbook and acts as a prompt to update the others if it is a change that should be made to all variants.

It would be great to have the option to publish multiple tabs in a workbook. Place a 'flag' or trigger on each page that should be uploaded, or select at the time of publishing. Then it wouldn't be so painful to administer reports which have slight variations (e.g. a P&L which has one comparison, a P&L that has two comparisons, etc). Keep them all together, publish both updates in one press of a button.

Our business area have raised a idea to allow Publications to send mulitsheet workbooks to non-calumo users. Effectively create a reporting pack to send to staff each month.

Non-calumo users won't have Calumo addon on their computers.
We don't want to send reports as an image or PDF but rather send using 'Excel as values' (i.e. no Calumo Formula).

Our preference is one report with several tabs (multiple sheets) each refreshed/updated and output as values only.

The driver behind this idea is to limit sending multiple emails and just have one containing several reports.

If multisheet reports are not possible, can Publications be improved to select multiple reports to send as seperate attachments in a single email.