udf report filter improvement
When I run a report for UDFs sometimes I want to see all values for a certain UDF, not just a specific value. I should be able to leave the bottom to boxes blank if I want.
The suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
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Brett commented
Agreed. I want to export all UDF values to run some analytics/trending as well as filter for certain values
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Paul Sharkey commented
Yes - please add an "is not empty" sort of operand.
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Chuck Vercellone commented
I have a survey completed for COVID related meetings asking clients if they are comfortable resuming face-to-face meetings, comfortable resuming face-to-face meetings with safety precautions, or prefer to continue with virtual/phone consultations. Why can't I print out a report showing all clients with their preference? I have to run 3 reports with each answer, that is not only a waste of time it also is not good customer service, especially in these trying times. This is a suggestion that needs to be fast-tracked due to current conditions.
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Leo O'Connor Jr commented
Wow, found this needed to be done so I thought I'd suggest it. Guess I already have.
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Rob commented
I completely agree. I am running a UDF report and the operand defaults to contains and the value defaults to Yes, as it is a Yes/No UDF. I don't want to see either Yes or No though. I want to see all of them, either Yes or No. The options available, Contains, Is Equal To, and Is Not Equal To do not allow for viewing both Yes and No options.