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.
3
votes
Angela Gray
shared this idea
Hi Angela,
We think this is a great idea.
The Product Team are reviewing your suggestion. Thank you.
Regards,
Vindya