Create a chart/insight from a List.

From Lists,would love to see a button to create a chart.  Currently, I think you would have to recreate the filters and parameters of the list into Report Builder.

 

Examples: Constituency code graph of a List I created of records who have Major Gift capacity >$1M and live within a 50 mile radius; Expected Revenue from a list of alumni who majored in Graphic Design who have a custom attribute of an interest in Sustainability; past due actions chart from a list of prospects assigned in the last quarter

  • Crystal Shreve
  • Apr 25 2019
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