Allow sort by stage in reporting

2 replies
45 views
Translate All

While sorting by the name may be helpful for reporting on names and other fields in SFDC, it would be great if we could sort the stages by Display Order (or sequential order that they take place).

Ex. Implementation → Adoption → Grow → Renew

(vs. currently it will only alphabetize to read Adoption → Grow → Implementation → Renew, which isn’t super helpful from a visualization standpoint).

AzadAnswer

Gainsight Employee ⭐️

Hi @akaprielian24 -- if the Stage field is in Group by you can rename it to be

1. Implementation
2. Adoption

to get the desired effect. ( i understand this is a workaround). This requires a change at the data level, will pass this on to the respective team.

PM- GS Home and Analytics

Cornelia

Contributor ⭐️⭐️⭐️⭐️⭐️

Hello @akaprielian24, thank you for posting on Community. Passing this along to our Product Manager to be looked into and circle back to you with an answer.

Translate

AzadAnswer

Gainsight Employee ⭐️

Hi @akaprielian24 -- if the Stage field is in Group by you can rename it to be

1. Implementation
2. Adoption

to get the desired effect. ( i understand this is a workaround). This requires a change at the data level, will pass this on to the respective team.

Translate

PM- GS Home and Analytics

Didn't find what you were looking for?

Sign up

Welcome to the Gainsight Community