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Miles in reporting

  • September 14, 2022
  • 1 reply
  • 30 views

katepalli
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Hi Team,

Currently, In order to show milestones in the report, the Group by field should be having company lookup and the milestone will be in that date range.

Can we implement supporting multiple fields along with company lookups in the Group by field of the report to show milestones?

@jyothi_bontha 

1 reply

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  • Contributor ⭐️⭐️
  • September 14, 2022

Current documentation says that for milestones to show on a report that report must be filtered to a single company. Placing the report in C360 automatically adds the filter to a single company.

We shouldn’t have to modify the way we build the report to overlay the milestones by having a company lookup in the group by field. If the report has a timespan of 120, 180, 365, etc. days the place the appropriate milestone in the appropriate place on the report.