Filter one field against another field in Reports 2.0
CS Reports & Dashboards
Ability to add filter for any report that can be compared to another field. For example we could compare CSM's Team against Customer's Team. The way I'm thinking about it I believe this could simply allow us to filter out customers from same team current CSM belongs to.
CSM's can see each others customers, but only within the same team. They will not see customers of CSM's from other teams.
Example report parameters:
Source: MDA table
Show: Sum of Volume
By: SendDate (summarize by week), Customer Name
Filter: Current User's Team equals Customer's Team
Filter: SendDate equals Current and Previous Quarter
So with the ability to compare 2 fields in Reports 2.0 we could have less reports that would work dynamically and be applicable to all CSM teams. All we would have to do is add CSM and Customer team information to SFDC and GS which is not a problem.
Lot of data for us lives in MDA tables, like historical traffic/usage records hence this feature should works with both SFDC and MDA objects.
CSM's can see each others customers, but only within the same team. They will not see customers of CSM's from other teams.
Example report parameters:
Source: MDA table
Show: Sum of Volume
By: SendDate (summarize by week), Customer Name
Filter: Current User's Team equals Customer's Team
Filter: SendDate equals Current and Previous Quarter
So with the ability to compare 2 fields in Reports 2.0 we could have less reports that would work dynamically and be applicable to all CSM teams. All we would have to do is add CSM and Customer team information to SFDC and GS which is not a problem.
Lot of data for us lives in MDA tables, like historical traffic/usage records hence this feature should works with both SFDC and MDA objects.
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Regarding the second part, "Filter: Current User = CSM on Account something like that because the current user application is not available in MDA. "
I hope this request will give us that ability.
An additional use case for field vs field filters on reports is to view data where an Opportunity Created Date > CSM Start Date.
In general any field type comparison to another would be very useful.