Reporting on custom fields (attributes) in NXT

Ken Willey

Hello!


I understand that when you add a "custom field" to a record in NXT, it becomes an "attribute" in the database view.


Is it possible to use any of these values in dashboards/insights/lists on the NXT side? We're trying to build an insight that lists all the opportunity records that have a certain custom field value on them. However, I don't see the ability to choose custom fields as column or filter values.


Has anyone else dealt with this issue?


Thanks a lot!

Austen Brown

Hi Ken Willey‍ - There are a number of ideas listed in the RE NXT Idea Bank concerning this topic, which leads me to believe it is not currently possible.