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Status Future consideration
Categories Reports
Created by Guest
Created on Jul 16, 2025

Make it Easier to Exclude Records + Update Filters in Custom Pivots By Selecting Report Rows

What is the challenge?

When viewing a custom pivot report with many results, we might decide to filter in/out additional results. Currently this involves using the filters at the top of the custom pivot. When you want to filter by name, and the report has 100+ rows, it involves a lot of scrolling.

What is the impact?

Filtering reports with a high volume of results can be cumbersome

Describe your idea

Allow users to right click a given row/column/cell to apply a filter. For example if I wanted to quickly add a filter to exclude a record with a given name, I should be able to right click the row and add a filter that way.

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