davecriswell

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solutions
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David Criswell

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davecriswell

Top Contributor

November 07, 2023

Reply to Making calculations within reports or dashboards

@lionheart56 @CBryson @KDubinsky This was rolled out in Public Beta on September 26th. Look for [Public Beta] Formula Fields now in C...read more

davecriswell

Top Contributor

October 17, 2023

Reply to Making calculations within reports or dashboards

@WYork This was rolled out in Public Beta on September 26th. Look for [Public Beta] Formula Fields now in Custom Report Builder on the Prod...read more

davecriswell

Top Contributor

January 23, 2023

Reply to Making calculations within reports or dashboards

@reycepeda I think the original desire for this idea is to be able to create a calculation within a report (vs a calculated field in a dataset). Fo...read more

davecriswell on October 23, 2022

Funnel report for Datasets

Funnel reports are currently not available for Datasets. The report type is a super helpful standard report and should be included as an option in the Datasets tool.

Reply Idea Dashboards & Reports

3 upvotes

1 Reply

davecriswell on September 11, 2022

Identify original contact with custom coded action?

I be grateful for any feedback on whether something like this is possible. I have a limited understanding of javascript but think this may be doable. The end goal is to identify the original contact at a company. There is a First contact creat read more

Reply Discussion Programmable Automation

0 upvote

1 Reply