< Back to List
Report Bucket Field Filters
Reports & Dashboards
The new reporting bucket fields are very useful, but they would be much more useful if you could add filters (where / if clause) to them.
For example, there's an option to add bucket fields to show the 'Number of Activities' associated with a record (e.g. each Lead if you're reporting on Leads).
However, by default this includes open activities and activity history. So if you only want to bucket leads by the number of activities performed in the past, you run into problems (open activities are counted).
Also, we track missed calls as activities, so you can't exclude these.
Another thing we'd like to exclude is activities logged by departments that aren't relevant to the report user. E.g. if I wanted to bucket leads by the number of activities made by the Sales Team (not by Finance, Support, Marketing etc) I wouldn't be able to do that.
If you could have a bucket field that shows the Number of Activities where Assigned Role = Sales AND Status = Closed AND Type != 'Missed Call' for example the feature would be perfect.
- 3 years ago
- 4 years ago
- 4 years ago
One Market St.
San Francisco, CA 94105
If you still can't find what you're looking for, try to submit a case.
Powered by Community Cloud platform. Learn More ›
Help us to keep IdeaExchange clean by pointing out overlapping ideas. We'll investigate your suggestion and merge the ideas if it makes sense.
Thanks for your merge suggestion. We will review it shortly and merge the ideas if applicable.
Salesforce takes abuse situations very seriously. Examples of abuse include but are not limited to posting of offensive language or fraudulent statements. To help us process your request as quickly as possible, please fill out the form below describing the situation. For privacy and security reasons, the final outcome of an abuse case may not be revealed to the person who reported it.
Thank you for your feedback. We take abuse seriously and will investigate this issue and take appropriate action.