Didn’t see a post on this yet (so if one exists please merge), but it would be great if in report builder we had a way to create a sub-filter on Show Me fields.
Today in Report Builder, when you add multiple metrics (like the number of Risk CTAs and the number of Red accounts), they are calculated based on the same data set. This means every row in the report contributes to all the columns equally — even when those metrics are supposed to be counting different things.
Basic example use case:
I need to create a report that shows, for each Customer Tier:
-
The total number of CTAs with a Type = Risk
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The total number of Accounts with a Health Score = Red
In Report Builder:
-
Show Me:
-
Count of CTA ID
-
Count of Account ID
-
-
Group by
Tier - Filter: Status = New, Work In Progress and Type = Risk
Because I can’t apply different filters to each column, both columns end up showing the same total count — even though I’m trying to measure two different conditions.
So my report might look like this:
| Tier | # of CTAs | # of Accounts |
|---|---|---|
| Tier 1 | 100 | 100 |
-
The first column shows all CTAs (not just Risk)
-
The second column shows all Accounts (not just Red)
When what I actually want is:
| Tier | # of Risk CTAs | # of RED Accounts |
|---|---|---|
| Tier 1 | 100 | 45 |
If I could add a filter on the second show me field to only display the number of rows where Overall Score Label = Red, I could meet this need. Instead, as a workaround I have to create two separate widgets (which take up space on Dashboard).
There are more use cases for this, but this was just a basic demonstration.
I talked to product team about this this morning. They agreed this is a valid use case, but need more customers to VOTE and voice their opinion to get this prioritized on their roadmap.