Add "Chart Options" to reports showing in Table format

  • 26 August 2015
  • 2 replies

Userlevel 4
It would be great if we could have the "Chart Options" choice for tables. This would be useful for Chart Sorting in Ascending/Descending order by default instead of requiring CSMs to double click on the column they want to sort by.

This would be very helpful in tables that show largest customers, or largest portfolios by CSM, etc. It seems like this wouldn't be a very difficult feature to add and couldn't really cause any problems.

2 replies

Userlevel 7
Great suggestion, John. One work-around that you could use today is to leverage the 'ranking' feature, with a high count of records to pull (top 100 records by ARR in the below example).

Userlevel 4
Got it -- didn't even think of this. Thanks very much Manu!