Make Standard & Advanced Columns Customizable
gathering votes
B
Billy WICKER
Sometimes I only need to focus on a few metrics in reporting or I want to be able to see certain metrics right next to others. I'd like for the columns in reporting to match the customization options available on the Pipeline and in Mining.
Created by Briahna Sparks
A
Alex Weidenbenner
Merged in a post:
Ability to Add or Delete Columns in Reports
B
Bashir Deeb
I would like the ability to add and remove columns from existing reports in the CRM, just like the functionality currently available on pages with customer lists in them. Each user would customize the reports to to show only the specific numbers relevant to them. There's just too many columns in some of these reports right now.
Shelby Parker
Hello Bashir Deeb! I have a few more questions for you:
- What specific columns do you find unnecessary in the current reports?
- Are there any specific reports where this feature would be most beneficial?
- How frequently do you need to customize the columns in your reports?
B
Bashir Deeb
Shelby Parker 1. depends on the report. 2. all reports 3. once for each report, like lists.
K
Kristy Shaw
I really only need to look at a few columns in the standard internet lead reprot - why cant we make filters here?
J
Jacob Coleman
marked this post as
gathering votes
J
Jacob Coleman
Hi Billy, thanks for the feature request! We'll continue to monitor this for additional feedback, and you'll receive any updates automatically.