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Status Unlikely to implement
Categories Reports
Created by Mariam B
Created on Nov 2, 2021

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Changing the filter in pivot requires report refresh to reflect the changes

Hello,


I'm using the customized pivot table for Portfolio Management and I need to add and remove multiple filters several times a day. Each time I change something in filter, page asks me to refresh the report to reflect the filter changes.

That's not very user-friendly since I need +1 click every time I change something.

Similar issue with our company's product was solved with the help of web sockets.

You can try that, too :)


Thanks for attention,

Mariam

  • ADMIN RESPONSE
    Dec 19, 2024

    The refresh report button is used to avoid having the report start reloading when multiple filters need updating. We would recommend adjusting all filters first, then clicking Refresh report. This will update the report with all filters adjusted.

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