DE report that maps client addresses

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    Alexandra Dunne

    Hi everyone,

    I wanted to update you all on this. I spoke with the team and they confirmed it's possible to build this report in DE. However, we are unfortunately unable to share this report with field staff as they do not have access to DE and there is currently no way of sharing just one report with them. I'm going to continue to work with the team to see if there is another solution that can solve this ask but in the meantime, if you would like your back office staff to have access to this report in DE anyway please let me know.

    Thanks as always for your continued feedback!

    Alex

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  • Thanks for this suggestion, Jan Barton!

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    Tom Cunningham

    Can I echo this.  This facility would be very beneficial for us too. 

     

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    Rina Indriani

    I second this one too. Having problem trying to figure out client's service cluster by location.

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    Alexandra Dunne

    Hi everyone,

    I had a chance to speak to the team about this and they agree it would be a really useful feature. Though it's not on the roadmap for the next quarter, it will be considered in future planning sessions. Thank you very much for the great suggestion! 

    Alex 

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    Rina Indriani

    Thanks Alexandra. This is interesting though as I asked this during Q&A in the last CAB and was told that this can be done through DE.2.0. with a formula. I haven't tried it myself and don't know what the formula is, so would be keen to find out! :-)  

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    Alexandra Dunne

    Hi Rina Indriani,

    The team is looking into it so hopefully we'll have an update soon!

    Alex

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    Jan Barton

    Thanks Alex,

    We would definitely be interested in having our back office staff have access to this report in DE.

    Jan

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    Marsha Marlowe

    What cube is used to create in DE 1.0, or is it only available in 2.0?   Would also like the feature to be added so that the field staff can get their own map of the visits for the day mapped out.

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    Alexandra Dunne

    Hi Marsha Marlowe,

    This will only be available in DE 2.0. At the moment the team is working on achieving parity with DE 1.0 so it won't be available for a while but keep an eye out for future communications on this!

    Unfortunately there's no way to share DE reports with field staff but I'm going to chat to the team to see if we can find another way to achieve this goal.

    Thank you!

    Alex

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