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Expand "Select Filter" in Scheduled Reports to Include Contacts and Companies

Related products:Freshdesk
  • February 22, 2019
  • 1 reply
  • 11 views

Please expand the "Select Filter" capabilities under "Schedule a Report" so that we can also filter on conditions related to Contacts and Companies.  This is especially important considering that you currently do not support all data types when filtering under the Customer or Contact view (e.g., you can't filter on dates).


You currently support this level of filtering under two of your three automation rules, as depicted below.


image


1 reply

suprabha.somanathan
Community Debut

Hi Len,


At present, It is only on the default and custom ticket fields that we would be able to filter or schedule a report in Freshdesk.

We are exploring the possibilities of adding the custom customer and company fields also available as filters, in consideration, taking into account the use-cases behind the requirements/tasks. 


We will keep you posted via our release notes.

Thanks!