Reporting on Custom Fields In Timeline

Forum|Forum|8 years ago
February 12, 2018
6 replies
94 views

We want to begin using Timeline but have noticed that we aren't able to report on the custom fields we create. This would be a requirement for us to change over. Is this feature enhancement on the roadmap?

Timeline

dan_ahrens

Expert ⭐️⭐️⭐️

Hi Kate, if you create custom fields they are available to use in reporting on the Activity Timeline object. This functionality is available today. Have you had trouble reporting on custom fields?

VP of Customer Success at Forcepoint

kate_greenAuthor

Helper ⭐️⭐️

Hi Dan! Actually, I think this was a delay issue - we added a field, used it in a test case for a Timeline meeting, and then tried to report on it, but the field didn't show up as an option in reporting. Now (an hour later) it does show up! Thanks for checking on this.

jackie_cofield

Contributor ⭐️⭐️⭐️⭐️

I have a follow up question on this - in order to report on it do you need to add the custom field to the MDA?

nitisha_rathi

Expert ⭐️⭐️

Hi Jackie,

You just need to create custom field from Admin > Activities and Timeline and it will be automatically available for reporting.

Thanks,
Nitisha

kate_greenAuthor

Helper ⭐️⭐️

I would love the ability to not only choose the field type for new Timeline fields but also be able to configure the details of that field (such as # of decimals for a number field).

nitisha_rathi

Expert ⭐️⭐️

Hi Kate,

Makes sense, we have added it to the roadmap.

Thanks,
Nitisha

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