CRM On Demand - Reports and Dashboards (MOSC)

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Report Manager - Personalized views YTD summary values

edited Nov 26, 2012 10:10PM in CRM On Demand - Reports and Dashboards (MOSC) 2 commentsAnswered
Hi,

We are using Report Manager 12.1.3 and are expsriancing problems when using the drilldown feature in running FSG reports.

The generic view displayed shows both PTD & YTD column values.

I have created a personalized view which removes the PTD column and only has YTD values instead.

However the figures displayed after running the new view, relate to EACH individual PTD value, regardless of the fact that I only requested a YTD value for the line clciked on my FSG report.

Has anyone managed to create a view which illustrates a summary one line YTD value BEFORE that figure can be broken down by periods?

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