1/ Can I please request for custom filters I create, that I can set the ‘initial’ field/column order for all users, or at least for a custom filter used in a report?
This leads into my next request -
2/ Can I please request for functionality to re-order custom fields on a custom form/tab? Adding fields to existing forms/tabs as our processes matures it’d be good to group like ones together. Otherwise I end up in a situation where filters and reports have columns in weird orders. (see my 1st request)
Yes the business is noticing this and I get asked questions about this:
It’s tough when I’m supposed to produce reports for executives. I first have to download as a CSV, format and pass on rather than having Eramba generate and email the report automatically.
It’s tough explaining to everyone they need to reorder their own columns when they first access. Many want to sit down and use it and ask why doesn’t my filter look like your filter when I’m training.