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Status Not currently aligned
Categories Analytics & Reports
Created by Erin Boomer
Created on Sep 5, 2024

Align reporting filters with scheduling filters

Filters on the report don't currently match the scheduling filter options when needing to go back and make the required updates to the schedule, based on updates made to the report. Why are different terminology and filter labels being used to address the same thing? Ex- "previous 1 month" vs "in the past 1 complete month"

What is the business process you are trying to achieve?

Align the filters on the report with the filters offered on scheduling

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  • Admin
    John Lorenzo
    Reply
    |
    Sep 12, 2024

    Thank you for taking the time to share your idea.

    After careful consideration, we’ve reviewed your idea and, at this time, it is not aligned with our current product priorities. The purpose of the "filter" is to make the report more relevant to you, while the "schedule" is to run reports at a specific time in the background and emails the output to recipients. Both are powerful tools that our customers highly appreciate, which explains the slight differences in terminology. Keep an eye out, as we are planning to post on the community forum to further highlight the value of these two features.

    In the meantime, please know that your idea is not dismissed; it remains a part of our ideas database and may be reconsidered as our priorities evolve in the future.

    We encourage you to continue sharing your thoughts and ideas with us. Your feedback is crucial as we strive to improve and grow.