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3 results found

  1. Reports - Have Filters for Custom Fields ***Vote for this if you need to report on your custom fields***

    This would be handy for filtering on all custom fields but in this specific example we have a custom field set up (RGM) for our Regional General Managers names. Would be great if there could be a filter to select each of the RGM's names and save as their own unique report/create a report specific to each RGM, and then set up for auto-emailing to them directly each quarter. Currently I have to export to excel and manually filter the RGM names and create a separate report for each RGM.

    1 vote

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  2. Global Custom Fields

    We have 18 Businesses and use Customer Fields but currently have to create these in each Business and when we run any Global Portfolio reports we cannot select these fields.
    This means we run a report for each Business and then have to combine them in excel
    VOTE FOR THIS ONE if you use custom fields and have more than one business

    1 vote

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  3. Headings on Reports

    When exporting a report it cuts of several letters / doesn't extract the full name of the report title. Would be great if it could allow more characters so we don't have to finish it off manually, then save it before emailing manually.

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