Profile Fund Custom Report - Add Checklist to Filter on Profile Fund Category Name
On the Profile Fund Custom Report, we need the ability to filter the report based on more than one Profile Fund Category Name. Unless I'm missing something, it look likes this can only be done by filtering on the text field. Is there a way to add the LIST of Profile Fund Category Names to the filter option so that we can simply check the choices desired?
Michelle Schneider
shared this idea
You should be able to add Profund Cat Id to your report. Then when you filter use this same field to filter one..use the checkbox option to select the fund categories.
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Sally Weldon
commented
It is interesting "profund cat ID" is a field you can put into your report but not a field you can filter on. We normally don't need groups of Profile Fund Categories so I hadn't noticed this. Yes, add the "Profund Cat ID" as a filter field!
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Gary Garcia
commented
I agree this would be so helpful.
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Dawn Townsend
commented
This addition would simplify the reporting process around our funds.