We built a holistic dashboard and began adding in region filters at the schedule UI to schedule exports to specific teams.
The issue that we are seeing is related to a specific Table chart that is sorting by Revenue in descending order.
We set the schedules to filter for accounts based on region (table is sorted by revenue in descending order), however when the scheduled PDF is exported that table’s sort is no longer in descending order.
To note, this is a Look that was added as a tile to the dashboard.
Any ideas here? We removed the schedule and added it back in, we also rebuilt all of the tiles and dashboard but the issue persists. At this moment, we can’t send that dashboard out because we have hundreds of accounts and our reps want to see Top 15 only. But, with this sort issue we wouldn’t be reporting the proper Top 15 accounts.
We also don’t want to create a different Look for every team since things change for each team at a monthly level and we have over 20+ teams. This means every month I will have to go through each of those 20 tiles to update them when it should just be done at the dashboard/schedule level.