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matthew_weinreb_adccf1
Contributor ⭐️⭐️⭐️⭐️
June 13, 2017
Released

"Bionic Reports"........Is Something Like This On The Roadmap?

Related products:CS Reports
  • June 13, 2017
  • 20 replies
  • 176 views
Is there anything on the roadmap that will allow us to join different objects for reporting without writing rules to merge data in MDA tables?  (which is a heavy process for a simple report).

    20 replies

    venky_reddy_k
    Helper ⭐️
    June 14, 2017
    Hi Matthew, Dataspaces might be something you need. Could you please give us your complete use case. I can point you to an existing solution (MDA Joins ?) or a roadmap item, if I understand your usecase well.

    Thanks
    Venky
    faust_belarmino
    Helper ⭐️⭐️
    January 29, 2018
    We're well aware of using dataspaces and MDA joins but I think Bionic Reports would be AMAZING. Hopefully, it's something that can be done in the future!! 😃
    venky_reddy_k
    Helper ⭐️
    January 30, 2018
    Hi Faust,

    By "Bionic reports" do you mean dynamically fetching data from various objects using bionic rules infra and being able to report on top of the resultant dataset ? Thats definitely on the roadmap. I will announce the ETA as we get clarity on it.

    Thanks
    Venky
    faust_belarmino
    Helper ⭐️⭐️
    January 30, 2018
    Yes! That's exactly what I mean 🙂 How exciting!! Can't wait to get more updates and details when the time comes!
    elizabeth_adams_c593ee
    Helper ⭐️⭐️⭐️
    April 9, 2018
    Hi - This is listed as 'implemented,' but i don't see this yet. I may have missed an update - do we now have the ability to pull data from multiple sources into the same report?
    Elizabeth Panska
    venky_reddy_k
    Helper ⭐️
    April 10, 2018
    Hi Elizabeth,

    This feature is NOT implemented yet. Its on our roadmap. The "implemented" status of the idea is a mistake. Sorry for the inconvenience. I worked with our community manager and got it changed.

    Thanks
    Venky
    kate_green
    Helper ⭐️⭐️
    June 13, 2018
    Here is another use case:

    We have a field that is automatically updated when a contract closes "Contract Expiration Date", which is normally 3 years after the close date of the opportunity.  Occasionally, the sales team will create opportunities for early renewal, which have a close date before (sometimes up to a year before) the existing Contract Expiration Date.  I want to show a report off all opportunities where the opp close date is less than the contract expiration date. 
    leanne
    Contributor ⭐️⭐️⭐️⭐️⭐️
    August 14, 2018
    Any update on the timeline for this?
    ben
    Helper ⭐️⭐️⭐️
    August 14, 2018
    FWIW: you can hack this using a Bionic Rule today. Make up the tasks and merges as desired. Be sure to include all the things you want in the tabular report in the "Show Me" and carry them through the merge. Then go to the action tab and DO NOT add an action. Just immediately do a Test Run of the rule. Once the execution is done, you can go to the Execustion History and download a copy of the results from your Merge task. Voila, you have Bionic Reporting. 
    -Ben
    matthew_weinreb_adccf1
    Contributor ⭐️⭐️⭐️⭐️
    August 14, 2018
    At least now I know I am not the only person doing that 🙂