Example:
This list above is derived from clicking a data point on a report that shows Relationships by CSM.
I want to be able to show the CSM Name, the name of the Customer and the name of the Relationship when they click on a data point.
I end up performing the following lookups:
lookup to User::Name (for CSM Name)
lookup to Company::Name (for Customer Name)
lookup to Relationship::Name (for the Relationship Name)
Because I cannot appear to relabel them in the drill down display, all three columns are labeled "Name"
This request is somewhat related to https://community.gainsight.com/gainsight/topics/allow-ability-to-relabel-fields-anywhere-in-gs
I will now tack on my "report detail enhancement requests" and ride the coattails of Kirkpatrick's post! ;-)
Preserve report details when the report changes -- Unless I've changed the base object, the detail report should continue to work.
Let me reorder those columns -- because sometimes (ok... most of the time!) the database order doesn't make sense.
Let me specify the correct sort order and direction (at least 2, preferably 3 selections!)
Let me define a standard detailed result set that can be applied across reports for the same the base object
Expand the linking capability to include any SFDC reference -- most commonly this comes up for Opportunities.
Make the box bigger -- I don't want to see what's behind that details box if it means seeing less of what's [i]in the box!
Make it faster to pull those details up