Pivot issues
released
J
Jonathan Bello
I am extremely frustrated with Pivot capabilities
1-I had a tough time filtering on distribution accounts, but finally got it to work by filtering the transaction report. Here is a screen shot of the filters
2-Here is a recording date ranges not working as expected. Even worse its adding a month that is not in date filter
3-Client Names not showing correctly - Jump to 24 sec to see what I'm encountering
4-Not total calculations when exporting to Excel vs Classic that has them
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Subhanan Sahoo
updated the status to
released
Hey Jonathan Bello We fixed the data parity issues and incorrect client name. Please verify and et us know if the issue still exists for you.
Subhanan Sahoo
updated the status to
not planned
Subhanan Sahoo
updated the status to
planned
Subhanan Sahoo
Hi Jonathan Bello
Apologies for the inconvenience. Would it be possible to get 15 mins on your calendar to review the issue you are facing? I would like to get our lead engineers on the call to find the root cause and resolve the issue.
Please use this link to block a slot as per your convenience https://calendly.com/subhanan_sahoo/new-modern-report-addressing-feedback
The status was updated to
under review