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andrew_cummins
andrew_cummins
Helper ⭐️
March 23, 2016

When creating a report allow for a "summary format" view just like Salesforce

  • March 23, 2016
  • 5 replies
  • 43 views
It would be great if we could view tabular reports in a summary format just like Salesforce and be able to group the data i.e. group by account to see all cases associated with each account and then when I click on the Last modified date to filter by most recent I still see my data grouped by accounts and all jumbled because it is giving me the most recent regardless of account name. 

      5 replies

      andrew_cummins
      andrew_cumminsAuthor
      Helper ⭐️
      March 23, 2016
      Meant to say "NOT" all jumbled 
        gaurav_kotak
        gaurav_kotak
        Expert ⭐️
        March 24, 2016
        Hi Andy, I want to better understand your question. In this use case are you grouping by Account Name and Last modified date? There is a limitation on SFDC that the primary group needs to be date, so this might be the issue. 
        andrew_cummins
        andrew_cumminsAuthor
        Helper ⭐️
        March 24, 2016
        See picture below. See how I still have my summary sections (groupings) but when I sort by created date it sorts within the groupings so I maintain my summary groups. 

          brandt
          brandt
          Contributor ⭐️⭐️
          August 8, 2016
          This is huge, thank you for recommending Andrew. I want to have our CSMs live in Gainsight but it's difficult when you can't have groupings in reports except to do an aggregation on each field in the report.
          osha_kondori_8ae084
          osha_kondori_8ae084
          Contributor ⭐️⭐️
          October 11, 2016
          We are in the same boat, this is one of the biggest things blocking adoption by my team, because they have to keep going back to salesforce to look at their reports. 

          Having everything in one list is just too confusing. Are there any plans to update this? 
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