Custom Field Reporting from Organizations
Can someone help me understand why custom fields can't be reported on in Organizations? I would have thought this was a really basic function.... custom fields can be reported on from other areas such as leads, deals, etc so why not organisations?
Answers
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Hi @Terry J -
Yes, this is a really frustrating component of Insights reporting. We’ve been told the feature is coming later this year, but that’s all the info we know for now. We recommend creating filters using the custom Organization fields where the data isn’t available in Insights.
This tutorial will help you get started with customizing your filters.
Please feel free to reach out if you would like additional support.
- Liz
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