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Allow sort by stage in reporting


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).

Best answer by Azad

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. 

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2 replies

Cornelia
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  • ProdOps
  • 335 replies
  • October 18, 2021

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.


Azad
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  • Gainsight Employee ⭐️
  • 95 replies
  • Answer
  • October 18, 2021

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. 


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