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Status: Idea Submitted
sylwia
Submitted by on ‎Sep 7, 2020 7:27 AM

Filter by lists in the Custom Report Builder

Hi! 

So far Custom Report Builder doesn't allow to select lists as one of the data sources & fields. 

The possibility of using contact/company list assets as the condition in the reports would be a big help in creating dashboards based on more advanced filters. 

 

Thanks!

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2 Replies
erica11
Top Contributor
‎Jun 3, 2021 12:13 AM

I agree! Very frustrating that you can't filter by list memberships in the new report builder. 

lilybond
Contributor
‎Aug 24, 2021 4:13 PM

Now that cross-object reports are gone, *not being able to use list membership as a filter in custom reports is extremely limiting.*

 

My #1 move with reporting was to filter by contact list membership + company-level data. It's extremely disappointing that list membership wasn't included in the custom report builder since it was a key piece of functionality in the cross-object report, which has been deprecated and "replaced" by custom reports. I honestly can't believe that this key functionality was missed or skipped.

 

PLEASE bring this back!!!!