Insights

Brad Krause_13404

Insights is pretty great so far. Able to build some awesome reports. But I'm having trouble building a report and I don't understand why since I am on the advanced plan that allows for use of custom fields in reports. Deal performance report. Deal value along left axis and along the bottom axis I want to use a custom organization details field. This seems pretty straight forward but I don't see that custom field as an option. 

 

 

Mike van der Valk

Hi @Brad Krause did you already figure it out? Perhaps good to contact the support team to help you?