Stay on the same month when editing reports
Once you choose a month and then edit a report, the report should not revert back to the current month.
Traci
shared this idea
Issue was fixed in a recent update. The Sales Outlook Pod retains the month/quarter and does not revert back when changing other toggles
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AdminRyan Moore
(Product Owner, Matrix)
commented
Ah! Well fantastic, then I'm just spinning my wheels on a fixed issue then!
Glad we could get things cleared up and on the same page here :)
Thank you
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Traci
commented
Report was the wrong word to use, sorry! I mean when you are on the Birds Eye view for example the report starts out on the current month. If you pick the quarter and re-run the report populates, if you make another change like choose it to run by revenue type instead of AE it reverts back to the current month rather than staying on the quarter option that was chosen. It looks as if this has now been fixed in the latest update.
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AdminRyan Moore
(Product Owner, Matrix)
commented
I'm not following this request.
I have pulled up a report and chosen April 2013 as my month. I then edited the filters to re-run the report. My report still displays April 2013 and did not revert back to the current month of February 2013.
Could you add some more detail to this?
Thanks!