Discover Table in Reports

Bec Lee
Customer Education Manager


Hello. In this video, I am very excited to talk about one of our latest releases here at Cascade, and that is the discover table.

The discover table is going to let you slice and dice your data in reports like never before. So it's going to open up tons more options for filtering and do column options and just the perfect way to refine the most specific and exact data set for precisely what you are looking to report on. Now this one is actually going to come in two phases. So to start off, we're gonna have a handful of new options, the ability to pick those columns, and have those filters. We'll actually be coming out with another set of updates for that table in just a little while here that's going to make it even more powerful.

So just to show a little bit of what the discover table can do. I will build a report that is something we've actually got some requests from customers for pretty frequently in the past, and that is to be able to pull in anything that might be at risk or behind that we might want to be able to focus on or prioritize ties, and that might be something from a plan focused area. But let's take a look at how we can do that with the discover table. So I can actually access it from this new icon here, which will tell me that the discover is in beta right now, or I can add it from the table menu, but I'll use this option here. Then it's going to populate that right away on my report.

So by default once this populates, it's actually going to pull in just about everything in my workspace with a couple of default columns. So as you can see here, I've got my all of my objectives, measures, projects, and actions in one place, And this is actually the first time we can do this. The other tables so far have been rather limited with being able to pull in just one or two of these entities at a time. So the discover table is opening up the ability to pull in any of these different options simultaneously. So that's really exciting.

So in this case, I might want to keep all of these options, and I might want to add a filter about the health. So again, you can see we've got several options. We've got all of these different fields for each goal, as well as tons of custom fields. So any custom fields that you'll have will be able to be pulled in as both filters and columns.

So we'll go ahead and pull in the health, and we wanna say anything that's at risk or behind.

So it's gonna pull in all of those items as stated.

Alright. So we can see now that this is pulling in everything that is fitting into these parameters. So if I want to narrow it down even further, I could add another filter about the plan. Maybe I just want to see a specific plan.

Maybe that are just owned by a certain team or a different, planner objective, and as of course, pull in by those, custom fields as well. But once I've selected the data source and those filters, what I can do next is actually go ahead and pull in the columns that I wanna see. So again, by default, there's a handful of these that'll be selected, but I can go ahead and refine that as I need. Maybe remove those collaborators.

Maybe I wanna pull in that health score so I can see which it is. I can see the types, the progress status, tons of options here. And again, I've got those custom fields available as an option as well. So once I select all that information, I'm now able to either continue editing finding this or coming back and referencing it in this report, but it's giving me a new level of flexibility and filtering and those column selections that reporting did not previously have.

That's gonna make it a lot smoother and give you a lot more options on reporting on exactly what you need. So that is the discover table. Again, have another phase of updates in the next little while here, so keep an eye out. But we are very excited to bring this to you and hope you love using it.

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