Re: Filter on SFDC Type in RCE

Anonymous
Not applicable

Filter on SFDC Type in RCE

Hi there,

I'm having some challenges with the Revene Cycle Explorer reporting. I'd like to be able to show revenue cycle movemt from stage to stage for just Leads and not contacts (and vice versa).

Is there any way I can fitler on the SFDC type like I can in a Smart List?

I've tried to set SFDC type as a custom field sync in the admin section for RCA, see screenshot attached. But I can't see the option for SFDC Type in the reporting. Does this take a day or two to sync over?

Thanks
Chris0EM50000000Su8F.jpg
2 REPLIES 2
Josh_Hill13
Level 10 - Champion Alumni

Re: Filter on SFDC Type in RCE

Data and custom fields take 1 day to sync over. So check tomorrow.
Anonymous
Not applicable

Re: Filter on SFDC Type in RCE

Thanks Josh.

The fields did sync over after a day.

Do you know if it's possible to sync custom fields over to the Model Anaylsis reports?

My use case is filted by SFDC Type for Model Analysis. Currently all the velocity, flow, conversion and balance show leads and contacts in one bucket. I'd like to be able to see them seprately.

Thanks
Chris.