Hey all, working to improve this beta! Big change, the previous limits to this functionality have been sigificantly improved, now all Pro+ (so anyone with Custom Report Builder access) can create up to 5 Formula Fields per report, no more limit on the filtering and formulas in them. We are going to be making some more UI changes soon to make it easier to use, but I know this has been a big point of contention!
Please don't hesitate to message me if you'd like to provide more feedback. Thanks!
Hi @Patrick216! This should be available under "product updates" in your account here. It's specifically called "Formula Fields now in Custom Report Builder" 🙂
Hello 🙂 My name is Hallie, and I am an Associate Program Manager on our CXM team. I'm happy to share that the ability to create formulas in the custom report builder in Beta, and available for Marketing, Sales, Service, Content, and Operations Hubs, Professional & Enterprise tiers! We have a Knowledge Base article with more info on how to use this feature, and how it works.
Please continue to share feedback as you use this feature, because this will help our teams continue to improve the functionality of the tool. Thanks everyone!
Hello 🙂 My name is Hallie, and I am an Associate Program Manager on our CXM team. I'm happy to share that the ability to create formulas in the custom report builder in Beta, and available for Marketing, Sales, Service, Content, and Operations Hubs, Professional & Enterprise tiers! We have a Knowledge Base article with more info on how to use this feature, and how it works.
Please continue to share feedback as you use this feature, because this will help our teams continue to improve the functionality of the tool. Thanks everyone!
This would be extremely helpful, but the limitations make it almost useless. Its frustrating when you have a reporting add-on that you are paying for, yet these simple things aren't included.
Hi @Patrick216! This should be available under "product updates" in your account here. It's specifically called "Formula Fields now in Custom Report Builder" 🙂
Hey all, working to improve this beta! Big change, the previous limits to this functionality have been sigificantly improved, now all Pro+ (so anyone with Custom Report Builder access) can create up to 5 Formula Fields per report, no more limit on the filtering and formulas in them. We are going to be making some more UI changes soon to make it easier to use, but I know this has been a big point of contention!
Please don't hesitate to message me if you'd like to provide more feedback. Thanks!
