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Status Functionality already exists
Categories Base Platform
Created by Guest
Created on Oct 10, 2024

Update to Account Style Data Extract Report

Update the Account Style Data Extract Report so users can run the report for their full list of account styles. Currently the filter only lets the user select one account style. Furthermore insert the names of the fields within the report not only the C_1 to C_40 values, similarly to the Account Style Extract Report that currently is not available for clients.

Idea priority Medium
Needed By Quarter
  • Admin
    Michael Dunbar
    Reply
    |
    Nov 4, 2024

    Hi Sara -- this is not possible. The account style data extract report outputs the fields specific to an account style as columns horizontally. The moment you include more than one account style then we cannot include the field names.


    In order to output multiple account styles with all field labels please use the "Records Extract by Tag" report. This report outputs each field in a separate row so it is possible to run for multiple account styles.