Using Custom Fields in Zendesk Reports
Understand the limitations of using custom fields in Zendesk reports, specifically in the Sell Performance Dashboard.
Can I use custom fields in Zendesk reports?
While custom fields are versatile in many areas of Zendesk, they cannot be used in the Group by dropdown for reports in the Sell Performance Dashboard. This is a specific limitation of the dashboard.
For other reporting needs, you might be able to use custom fields, but for grouping data in this particular dashboard, you'll need to rely on the standard fields provided by Zendesk.
More related questions
Why can't I use custom fields in the Group by dropdown in Zendesk?
Custom fields are not available for use in the Group by dropdown when creating a widget in the Sell Performance Dashboard. This is because the system only allows you to select from a predefined set of standard fields, excluding any custom fields…
What fields can I use in the Group by dropdown in Zendesk's Sell Performance Dashboard?
In Zendesk's Sell Performance Dashboard, you can only use a standard set of fields in the Group by dropdown. Custom fields are not included in this selection. This means that when you're creating a widget and want to group data, you'll need to…
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