Comments made on sheets and cells can be reported on in bulk

Description

The system must include a function where users, or administrators with the appropriate rights, can run a report to see all commentary in the system. The reporting mechanism allows searching on different criteria such as user, version, department, and so on.

Example Use Case

Scenario: A large financial corporation uses CPM software for budgeting and financial planning. Multiple departments within the organization, such as sales, product development, and finance, use shared sheets to update and review data. Team members leave comments on specific cells and sheets to highlight changes, clarify data, or ask questions.

Solution: The CPM software should have the functionality to pull reports on these comments in bulk. This reporting feature offers an overview of all comments made, enhancing transparency, communication, and contextual understanding of the data within the system for all team members involved.

Considerations

Comments entered on sheets and cells have a habit of getting lost when reports are created. For that reason, it can be helpful to have a reporting mechanism that shows all comments for a version, or the entire system, on a single screen.

Some products include a search mechanism where users can sort by user version, scenario, time, departments, and so on in order to see specific user comments. Other's just list out comments on a table. If this feature is important to you, make sure it contains the appropriate search mechanism and can link to the location of the comment from the report or search results.

Questions to Ask a Vendor

• Comment Reporting: Does your system provide the feature of reporting on comments made on sheets and cells in bulk?
• Search: Can users filter the report based on various parameters?
• Security: Can we limit access to who can run these comment reports?