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sudhakar_ravuri
Contributor ⭐️⭐️
January 11, 2019

Data formatting in report on success plan data.

  • January 11, 2019
  • 1 reply
  • 73 views
In the report builder, report on success plan data should have the data formatted similar to the formatted data in success plan page. ( as shown in the attachment).

Current scenario: There is no additional formatting done in report on success plan data.

Request is to add the formatting of data in the report section of report builder.



    1 reply

    seth
    Expert ⭐️
    January 11, 2019
    Hi Sudhakar -- I'm pretty sure you mean the text formatting like bold, list items, etc. Is that right?

    Also, if you use that formatting to put certain, consistent sections of info into Success Plans, you may improve things by creating custom fields on the Success Plan instead of using formatted headers. Each field would be reported as its own column, so even though the bullets, hyperlinks, etc. would still be problematic, the organization of information would be far better.

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