Report Builder - filter by values that aren't currently used in live data

Currently, you can only filter by values in Report Builder if they have been used in live data - the values simply existing in Tables isn't enough. This prevents me from building reports in advance of upcoming initiatives, forcing me to instead create/update reports reactively as data comes in. It's possible to filter by unused values in Lists; it should be possible in Reports too.

As an example, we have revamped our list of Prospect Statuses, and I want to create separate dashboards for each team that show different statuses in different panels; but I cannot do this until actual data is present for all the classifications. If I temporarily add the values in dummy records for the purposes of setting up the report, then delete the dummy data afterwards, the reports automatically lose their filters.

  • Tom Hammond
  • Nov 13 2024
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