need all fields available to select from for custom reporting
We need to option to select from ALL fields within a client record and their account records for custom exporting, and would love to have the option to run it in a nice PDF format.
925
votes
Karin Rittenhouse
shared this idea
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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We'd love some examples of fields you'd like to see included in the Custom Exports feature!
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Suzanne Rodriguez
commented
I'm just happy to be able to do ANY type of custom report. I think we are lucky to finally have this capability.
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katemarvel
commented
Right now we're very limited on what we can export and would like to be able to create better custom reports.
