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romihache
VIP ⭐️⭐️⭐️⭐️⭐️
March 31, 2025
New Idea

Allow breakdown table editing without displayed records

Related products:CS Reports
  • March 31, 2025
  • 0 replies
  • 14 views

To update the breakdown table in a report with no matching records (a frequent issue with 'CSM = Current User' filters), we must perform a cumbersome workaround: temporarily modify filters to display a record, run the report, adjust the breakdown, save, and then restore the original filters and logic. This process is highly inefficient.
 

The breakdown table is only editable when the report displays at least one record


Allowing breakdown updates without displayed records would be a much better user experience and save us some clicks and time. 

EG: Show header even if there are no records matching the criteria​​