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      Richard Lippmann
      In reports i would be nice to have the option for a freezed header when scrolling a large list. This is to have the header displayed for all records in a large list. Kind of like the MS Excel function... to "Freeze top row". More
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      With the report engine of SBM its quite easy to create reports. A normal listing report is using one table, the main table of a project. For this project you can define filter criteria. In a more ad...vanced listing report you can join another table to the main one. For this joined table it is also possible to define filter criteria. The Problem is, when you have set filter criteria on both, the main and the joined table, the filter of the joined table is in the lead. There is no (easy) possibility to connect the filter criteria of both tables. In some cases it would be great to set the following kind of filter: for example show me all entrys with -> Status is "X" (of the joined table) OR Field "Y" is empty (of main table) At first the report engine is filtering all objects with Status X for the joined table than all connected objects of the main table where field Y is empty. The problem is that the outcome is just a subset not the whole amount of opportunities. The outcome is objects with Status X and field Y empty, not Status X OR field Y empty More
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    • Post is under moderation
      With the report engine of SBM its quite easy to create reports. A normal listing report is using one table, the main table of a project. For this project you can define filter criteria. In a more ad...vanced listing report you can join another table to the main one. For this joined table it is also possible to define filter criteria. The Problem is, when you have set filter criteria on both, the main and the joined table, the filter of the joined table is in the lead. There is no (easy) possibility to connect the filter criteria of both tables. In some cases it would be great to set the following kind of filter: for example show me all entrys with -> Status is "X" (of the joined table) OR Field "Y" is empty (of main table) At first the report engine is filtering all objects with Status X for the joined table than all connected objects of the main table where field Y is empty. The problem is that the outcome is just a subset not the whole amount of opportunities. The outcome is objects with Status X and field Y empty, not Status X OR field Y empty More
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      While submit date works for many cases, it doesn't work in all scenarios where other date fields like close date or a user created field might fit better. Reports like tasks completed in a specific mo...nth would become possible. An arbitrary data field would remove all restrictions from the functionality. More
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      Richard Lippmann
      The join capability availabe for Listing reports should be expanded. The ability to join through relational fields and filter the results based on the join for Listing reports is awesome. This should ...be expanded to allow sorting through the join. Also, the joining capability is needed for other type or reports, especially distribution reports. More
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      Richard Lippmann
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  • DateTitle
    13/06/2018 Report: Connect filter opportunities for the main table and the joined table