Multi year for specific accounts
I need to be able to pull a multi year report for a specific account. Looks like I have to pull it by account, then pick the AE who owns it...but that also pulls everything else they have.
Service team will be following up to discuss possible maintenance opportunities to help you get the most out of your data.
Thank you!
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AdminRyan Moore (Product Owner, Matrix) commented
Just spoke with our service team and you should expect someone to contact you shortly to discuss this. I am going to close out this feedback as it is being transferred over.
Thanks!
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AdminRyan Moore (Product Owner, Matrix) commented
This sounds like an excellent case for maintenance. It sounds like you may wish to place these items into a group. Groups allow you to show items as a lump sum while still allowing the actual items to maintain their independence.
I'll explain this issue to our service team and we'll see if they can't come up with a solution that meets your needs.
Thanks so much for clarifying this with us :)
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Chad Woolbright commented
That works. However, we have some accounts that I would like to look at as a group. For instance, we have an auto dealer with multiple locations all booked under different names... ie, Joe's Ford, Joe's Chevy, Joe's Subaru..etc. How can I combine all of those into one report showing history of the account/s? Thanks.
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AdminRyan Moore (Product Owner, Matrix) commented
Currently, our stand on viewing individual accounts is to view the Account Profile. Could you try looking at the account profile for the item in question and get back to me about if that page answers your questions and to what degree?
I'm very interested in your feelings around how the page works for you.
To access an account profile, simply search for the account name in the search bar located in the upper right of every screen. Once the result appears, click on it .
Looking forward to hearing back from you about your experience.
Thanks!