Feature Request: Pre-set drill-in templates for Reports
Posted Nov 13, 2023
Please give a quick overview of your product feature request or feedback and note who in your org is affected by this issue [ex. agents, admins, customers, etc.]. (2-3 sentences)
Inside explore you currently have to hand-pick each attribute that you'd like to set inside the drill-in option. If you are creating a lot of reports this can become very tedious over time.
Any Admin or agent who creates reports currently experiences this.
What problem do you see this solving? (1-2 sentences)
The time-consuming effort to select attributes to display in a report drill-in.
When was the last time you were affected by this lack of functionality, or specific tool? What happened? How often does this problem occur and how does this impact your business? (3-4 sentences)
Every time I create reports, I find I'm setting a bunch of default fields for the drill-in, plus extra ones which are specific to the report itself.
Are you currently using a workaround to solve this problem? (If yes, please explain) (1-2 sentences)
No - there is no workaround as far as I can see / am aware.
What would be your ideal solution to this problem? How would it work or function? (1-2 sentences)
I would like to be able to do the following:
- Create a drill-in template in the admin section of Explore.
- I would then like to be able to apply the template to a report and then select any extra attributes that I might like to show inside the drill-in.
- I'd also like the ability to delete one of the default drill-in attributes inside the report one the drill-in template is added. e.g I need everything in the template in my drill-in except 1 attribute. It's quicker to add the template to the report and then delete the 1 attribute then have to hand pick each attribute individually to add to the report.
3
3 comments
Sign in to leave a comment.