Add sorts by Name field in Forecasting Report
Currently you can only sort Forecasting Reports by revenue. It would be good to also sort by primary field. If pulling report by account, you could sort the accounts alphabetically so you can search for a specific account much more easier.
Jeff Klopfenstein
shared this idea
Testing is now complete on this feature and we are looking forward to releasing this to you very soon in the next big update! Sorry for the delay on this!
Thanks for the feedback!
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Deb
commented
Sorting Alphabetically would be a great help.
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AdminRyan Moore
(Product Owner, Matrix)
commented
We'll take this into consideration, but we don't want to leave you hanging in the meantime!
You can actually search for items on reports. In your specific example, it sounds like you could setup the Forecasting Report with the Account in the first hierarchy item. Run that report.
If you look just above the report headers, you'll see a search box with the words "Find | Next" beside it. Typing in here and clicking find will search through the report for this information for you.
I hope this helps while we decide if and when to do this enhancement.
Don't hesitate to call our support number if you need a hand with this or any future requests. (877)687-9066
Thanks!