Skip to main content
ky_powell
ky_powell
Contributor ⭐️⭐️⭐️⭐️⭐️
Jul 27, 2017 8:25 PM UTC
Question

Limited report filters in UI Views

I have a UI View report for our corporate CSM's but the report params only allows me to filter by 3 fields at max. I have 4 CSM's. Is there another way I can do this?

    4 replies

    sai_ram
    sai_ram
    Expert ⭐️⭐️
    Jul 31, 2017 11:17 AM UTC
    Hi Ky, For UI-Views it is a restriction,we have plans of descoping the UI-Views in the future.Could you please create a Report using the Report Builder and add it to the dashboard builder.



    Please let us know if you need help in configuring the filters. 
    Translate
    ky_powell
    ky_powellAuthor
    Contributor ⭐️⭐️⭐️⭐️⭐️
    Aug 15, 2017 8:13 PM UTC
    Hi Sai, So the only way for me to do this is create a report and keep it in a table form. The issue with that is the design of that is not nearly as functional as the UI Views table of customers. 
    Translate
    sai_ram
    sai_ram
    Expert ⭐️⭐️
    Aug 16, 2017 12:53 PM UTC
    HI Ky, Report builder is more powerful than UI-Views.Could you please brief me the exact use-case you are trying to achieve?
    Translate
    ky_powell
    ky_powellAuthor
    Contributor ⭐️⭐️⭐️⭐️⭐️
    Aug 16, 2017 4:21 PM UTC
    Hi Sai, I know the report builder will allow me to get more out of reports but the UI view is a better design and more functional. I am trying to have a view of our customers, but only for our Corporate team which consists of 5 CSM's. This used to work when we only had 3, but now because there is a limitation on filters, this view no longer works. 
    Translate
    Terms & ConditionsAccessibility statement