Limited report filters in UI Views

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  • Updated 10 months ago
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I have a UI View report for our corporate CSM's but the report params only allows me to filter by 3 fields at max. I have 4 CSM's. Is there another way I can do this?
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Ky Powell, Champion

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Posted 11 months ago

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Sai Ram Pulluri, Official Rep

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Hi Ky, For UI-Views it is a restriction,we have plans of descoping the UI-Views in the future.Could you please create a Report using the Report Builder and add it to the dashboard builder.


Please let us know if you need help in configuring the filters. 
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Ky Powell, Champion

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Hi Sai, So the only way for me to do this is create a report and keep it in a table form. The issue with that is the design of that is not nearly as functional as the UI Views table of customers. 
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Sai Ram Pulluri, Official Rep

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HI Ky, Report builder is more powerful than UI-Views.Could you please brief me the exact use-case you are trying to achieve?
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Ky Powell, Champion

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Hi Sai, I know the report builder will allow me to get more out of reports but the UI view is a better design and more functional. I am trying to have a view of our customers, but only for our Corporate team which consists of 5 CSM's. This used to work when we only had 3, but now because there is a limitation on filters, this view no longer works.