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Be able to compare two field values under Reporting/Actions/Filter

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Level 3

4/12/17

I would like to be able to compare the field values in the Project Report (e.g. Project Territory vs. Company Territory) to avoid mismatch data.

Ideally we shouldn't be creating the same field in Company and Project Level. This is our temporary solution for the other issue. When using the billing report, we can't access the Company level fields, therefore the field has to be recreated in the Project level

6 Comments

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Level 4

4/14/17

Coincidentally this is possible to do in the API by using the "FIELD:" prefix. I sure wish it was available in reports too. Good request.

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Level 10

4/24/17

If you switch a report to text mode you can replace the equals string with FIELD:name and then when you switch back to standard mode you should be able to select the second field to compare with. Making it easier in standard mode would be great however.

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Level 10

3/12/18

We would really benefit from this feature! Today we have lots of reports as a work around. we will try the workarounds above but as a non-technical team, having this ability natively would be helpful. We tried the FIELD:name in text mode but cannot get it to work with a custom field.