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keith_mattes
Helper ⭐️⭐️
Feb 1, 2019 4:00 PM UTC

Advanced Reporting Filter: Field Matching

It would be useful to have the ability to set report filter criteria on matching two fields with each other. This could dramatically help reduce data sets and increase the fidelity of some reports.

    2 replies

    rakesh
    Gainsight Employee ⭐️
    Lets put your data to work!
    Feb 5, 2019 11:50 AM UTC
    Hi Keith,

    Thanks for posting. The ability to compare two fields in a single filter is a really handy one which can improve the experience of reporting for quite a few usecases.

    Unfortunately this is a limitation which rises from the core design of reporting and is very hard to provide. We will internally re-evaluate what does it take to allow adding multiple fields in filter.

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    keith_mattes
    Helper ⭐️⭐️
    Feb 5, 2019 6:49 PM UTC
    Perhaps there is a non-obvious way to leverage picklists updated by rules that are frequently scheduledto update field values?

    At the very least, perhaps leveraging SF fields only? Thank you for reviewing and consideraton on this... it could be very powerful.

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    Sr. Customer Success Operations Analyst/Gainsight Admin/Data Nerd