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Status Future consideration
Categories Reports
Created by Cheryl Hatos
Created on Sep 28, 2021

Ability to adjust report element hierarchy

In pivot and/or list reports, I often have the original report correct but then need to adjust what is the master record and/or how the elements are related. I also have had this issue with custom roadmaps.


Right now, I have to take snapshots of the hierarchy and the field layout to accomplish this. While doable, it is annoying and time consuming. Not to mention difficult when I am on a single screen.


See pictures for manual process. Title # gives order of the work. This was a simple one to adjust, but that is not all ways the case.

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