Be able to compare two field values under Reporting/Actions/Filter | Community
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A
AdminUs16
Level 2
April 12, 2017
Archived

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

  • April 12, 2017
  • 6 replies
  • 795 views

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 replies

    E
    EricDe
    Level 3
    April 14, 2017

    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.

    C
    CustomerSu
    Level 10
    April 24, 2017

    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.

    E
    EricDe
    Level 3
    April 24, 2017

    Yes, I will give this a shot

    A
    AdminUs16Author
    Level 2
    October 10, 2017

    Thanks Melinda and Eric

    S
    SaraEl
    Level 5
    March 12, 2018

    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.

    M
    MelissaGr8
    November 19, 2024

    Having a similar issue. Was there a resolution to this? 

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