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Reports & Dashboards

How is it that I can Group by Customer Name in a report but I am unable to find a method to use "Customers" in a chart on the X or Y axis?

Jylene Sheatsley Answered

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Jylene,

I would be happy to help. Could you provide a screen capture or explain how you are creating the Report/Graph to show data and what you are trying to accomplish? This will help me find a solution for you.

Boris Krutiy 0 votes
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I am trying to create a graph that would total Project Values by Customer. So I am reporting on Customers & the related data is Projects. My filters are Customer State & Billable Projects.

The y-axis allows me to check for # of Customers but the x-axis has a very limited selection and customers or customer name is not one of them.

 

 

 

 

 

Jylene Sheatsley 0 votes
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Hi Jylene,

Thank you for the screenshot! I'll have a chat to Product to see if this was by design or bug and what the plans are to address this use case. I'll submit the inquiry now and get back to you with their response.

Vanessa Michau 0 votes
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Hi Jylene,

I've received the following from Product:

Text in chart axis will be available in Hot Fix 39, currently scheduled for Apr 12. Multi pick list and relation (Customer field)  in a axis is targeted to HF 40 or HF 41. These hot fixes are planned in the next 1-2 months.

Note that dates can change at Product's discretion to insure quality, stability, and security. 

 

Vanessa Michau 0 votes
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