Hello Community,
I have a simple deal stage report - clicking on the different deal stage i can see all the deal names (report details). My question: how can i add some new fields to thies report details (at this moment i can only see the pipeline/close date/deal name/deal stage/amount in company currancy). I would need to add a contact field to this report - i don’t know if it is possible.
Many thanks in advance for your replies.
Peter
Hi @PPopal,
In the detailed view, you’ll always see the properties that are available in the Configure bar chart sidebar:
When I click onto a bar in the bar chart, the Report details will pop up with exactly these columns:
To access this sidebar, find your report under Menu > Reports > Reports or, if you’re in a dashboard, hover over the report, click the slider icon in the upper right corner
and then “Edit report”:
Once you’re in the report editor, you’ll have access to the sidebar in the Visualization tab. Now simply click Data step to add the columns that you want.
Let me know if you get stuck at any point, happy to help!
Hi @PPopal ,
When you will edit the report, you will see this:
Clcik on th the data tab here.
Now in the left side, you will see a Add property tab:
Click the tab and add required properties.
Hope this helps!
If we were able to answer your query, kindly help the community by marking it as a solution.
Thanks and Regards.
Many thanks for your help!
Peter