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Reports-Related Feature Requests
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We really need some more powerful report-building tools.For instance, we need to be able to have nested "OR"s, like:Where Deal Assigned To John.Doe AND(Deal Status = 100 ORDeal Status = 110 ORDeal Status = 120)We need to be able to choose the sorting of items returned in a report.It would be nice to not have to re-save the same report for each potential Assigned To: person. I'm not sure what you'd call this - maybe a variable field, so that I could save the first report above like:Where Deal Assigned To {User} AND(Deal Status = 100 ORDeal Status = 110 ORDeal Status = 120)Then at run-time I would need to choose the user I wanted to run the report for.
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The first AND last items could also be realized with drill-down functionality. In that case, I'd just define one report:Where Deal Status = 100 ORDeal Status = 110 ORDeal Status = 120If I could then drill-down on this report, I could quickly switch out the Assigned To: user to get a report for each user.
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I think you are going to be really pleased with the search capabilities in the new Batchbook. It's probably one of my favorite areas that I've seen so far.Currently, for templated sort of queries where you are just changing one option I use saved searches. If you define it starting as an advanced search and save it (rather than building a list) - you can run it and then adjust your assigned user or whatever at run time.This also works well if you need to build multiple similar lists from a complex query. Save it as a search, run it, build the list. Run it again, adjust your single parameter, build the list. Rinse, repeat.This way you don't have to build the list from scratch each time.sb
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That sounds great! I'm itching to see v2.0 :-)An issue with saved searches is that they're not exposed to the API. Lists are (although it's undocumented).I hope that nesting search criteria will also be possible in v2.0. The lack of that possibility at the moment makes it difficult to generate some of the reports we'd like to see.Also, I'd love to see the more robust search capabilities exposed to the API - we've got some customers who want to go all-out with API-based customizations. We're doing some exciting things in this area, and we'd love to have access to all the power you can give us :-)Kurt
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Ability to have a RELATIVE DATE in the criteria for a report - I want all deals that closed last quarter (right now I have to change the date every quarter to make this query work properly). It would be nice to have a standard set: lastweek, lastmonth, lastquarter, lastyear.
