Revenue Explorer Report

Anonymous
Not applicable

Revenue Explorer Report

Is there any way I can re-arrange the columns in the Revenue Explorer reports?  They are currently listed alphabetically but I'd like to have them in order of my funnel.

Thanks!

6 REPLIES 6
Raul_Cano2
Level 2

Re: Revenue Explorer Report

Sherin,

You should be able to drag the columns and arrange them as you'd like. Is this not the case?

Raul

Josh_Hill13
Level 10 - Champion Alumni

Re: Revenue Explorer Report

You can move just about anything in there. You can also right click on the column or row to adjust its display properties.

Megan_Reed1
Level 3

Re: Revenue Explorer Report

Sherin Baday​ Were you able to figure out how to move columns in an RCA report? I am also trying to rearrange the lead status columns to reflect our funnel and cannot seem to move them. I asked support and they said "The report is using a filter for Program Name. The article makes a reference to moving columns in a report. These columns would be additional filters that have been added to a report. The filters are able to be moved about. However, the values of the Lead Status are not able to be re-arranged. While the field itself may be re-oriented, the values of the field are not able to be."

Just wondering if you had a different experience.

Thanks,

Megan

Josh_Hill13
Level 10 - Champion Alumni

Re: Revenue Explorer Report

Screenshot?

Megan_Reed1
Level 3

Re: Revenue Explorer Report

Revenue-Explorer-Report.JPG

I want to put the columns in order of the lead lifecycle (i.e. Known, Engaged, Qualified, Client, Recycled, DNQ) but cannot seem to move them.

Sorry for the slow response and thank you for your help!

Dan_Stevens_
Level 10 - Champion Alumni

Re: Revenue Explorer Report

I'm able to drag either the columns themselves or the dimensions on the left in order to rearrange the columns.  When you do that, the entire report needs to refresh - so wait for it to appear properly.