header

Search: "reports"

6 Topics

Rank
shiela_kern Veteran Rookie

Increase the space when viewing an excel preview of a report
No Status

Current State: Prior to exporting a report, the real estate space to view the columns of information in preview to be exported is very small. Often times there may also be multiple columns requiring the ability to scroll to the right or the left.  Request: Simply add a “maximize” button for each rep...

CS / CS Ideas
12 0
Rank
2 days ago
S
Rank
spadamatinti Shoshin

Reports - Trending report Monthly/Quarterly/Yearly
No Status

We have trending data in our MDA object, we need trending report by Monthly. When we create it by Daily it is coming correctly but when we change it to Monthly it is aggregating and showing sum of that value per Month.  But we need only plotting change by Monthly.   We reached out to support (https:...

CS / CS Ideas
27 1
Rank
3 days ago
S
Rank
sai_girish Shoshin

Implementing the website PX tag
Question

Currently in the process of getting PX implemented on our marketing website. I’m slightly confused about how to effectively visualise it on the PX UI.1. If I wanted to filter leads or users who viewed specific pages how would I do that?2. If I wanted to track leads or users from a particular source...

PX / PX Discussions
18 1
Rank
5 days ago
Rank
ana_g Team Captain

Make URL-type field hyperlinked in Unified Scorecard Fact Report
No Status

Hi, I brought in a URL field from an outside data source and added it to Company, and the URLs are hyperlinked/clickable in both the original MDA and through the Company object. However, when I add the URL field to Unified Scorecard Fact reports, the URL is no longer clickable. Can this be improved...

CS / CS Ideas
13 0
Rank
9 days ago
Rank
kcsp Veteran Rookie

Make Report Sorting Sticky
No Status

Allow for sorting in reports to be sticky. We have a report that default filters by Account Name, where sorting by Date Soonest to Latest would make more sense. Being able to pre-sort the data for end users would eliminate the need to sort the report each time.

CS / CS Ideas
15 0
Rank
13 days ago
Rank
ana_g Team Captain

Data Designer Feedback

A few notes:After adding filters and then saving the dataset, if I navigate to filters again it tells me “Select valid filter configuration” despite already having done so and I am unable to navigate anywhere else or even save. I have to reclick the filters as if I made a change and then I can save...

CS / Reports & Dashboards
55 2
Rank
16 days ago

Popular Tags