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Filters/Sorting on Summary/Aggregate Views
I posted this on 'forums' but since there is no viable solution Ill add it to Ideas ;-)

Its not currently possible filter or sort a summary view on an aggregate amount.

Example - supposing you could have a summary view of 'orders' of foods which are grouped by product category Fruit, Vegetables, Tinned, Dried and a total amount and number orders of each category.

I would like to be able to filter only those category where Total(amount) >100 or #records>5 to get the top selling categories

You can filter the underlying records but that is not the same as filtering on the total. Sorting on a total is also not supported currently.

My idea is to support both filtering and sorting on the totals.

There is a solution proposed here with example of filtering duplicate contacts
https://www.teamdesk.net/find_duplicates

but this is very poor in performance terms

Only option is to export the result and do some filtering in excel. However, I would prefer to do it in TeamDesk directly and set up some view subscriptions also.
ID
1526
Category
TeamDesk
Author

Nick Ashcroft
Date Created
5/9/2022 5:42:36 AM
Date Updated
5/9/2022 5:42:36 AM
Status
New Idea
Score
20
Promoted By
Patricio BustosNick Ashcroft
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