I'm trying to solve an annoying issue. We use a custom table report each month as a sales reporting tool on Deals. It's very important for our other systems that these reports stay structured correctly and in the same order. The issue we are running into happens when we export the report for reconciliation. Once reconciled, occasionally, updates will need to be made in properties of the Deals that appear on the report, and the report will need to be exported again. That second export will shuffle the rows so that they do not match the original export. It feels like it might be shuffling based on most recently updated or something similar to that.
Basically, I need to make the export's behavior more predictable that even when properties are update, the original deal order remains the same for each export.
Clarification: We are not updating any properties that affect the filters on the report we are running.
I attempted to replicate the behavior you described but was unable to reproduce the issue on my end, nor did I find any other instances of a similar experience. Given that this appears to be a specific case, it will require a more detailed investigation. I recommend reaching out to the support team directly, as your paid account grants you access to dedicated support. During the session, you’ll have the opportunity to share your screen and walk them through the steps you’re taking. They may request additional information to gain a clearer understanding of the issue, which will help minimize any unnecessary back-and-forth.
