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Ability to select multiple record types in ONE filter in Reports

  • January 5, 2017
  • 6 replies
  • 47 views

andrew_cummins
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When creating a report it is frustrating when I have to use multiple filters and an "OR" function for record type fields, ie case object the record type can be "incident", "work order", or "service request". It would be nice to simply be able to select each of these in one filter just like you can in SF on reporting "Record Type = Incident, Work Order, Service Request"

6 replies

jennifer_richard
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Agree completely.  This is a lot of effort when there are many items to be included.

andrew_cummins
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  • Author
  • Helper ⭐️
  • January 5, 2017
creates a lot of work when updating filters for reports/dashboards

darkknight
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  • Expert ⭐️
  • January 5, 2017
I wondered why this sounded so familiar.  I definitely agree, as I did 1 year ago. LOL

https://community.gainsight.com/gainsight/topics/gainsight-dashboards-need-ability-to-add-multiple-e...

andrew_cummins
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  • Author
  • Helper ⭐️
  • January 6, 2017
haha nice I just voted for it thanks Jeff!

gaurav_kotak
  • Expert ⭐️
  • January 23, 2017
Thanks for suggestion. Would definitely result in less clicks and we'll add it to list of pebbles. Thanks.

elizabeth_adams_c593ee
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Yes!