Make Plans & Licenses Sortable/Filterable or Searchable on fields other than Account Name
Canny AI
Merged in a post:
Enhancement Request – Add Filters and Export Option to “Plans & Licenses” View
T
Tonia Davis
Request to enhance the “Plans & Licenses” view in the Web Inbox reporting section by adding the ability to filter results (e.g., by plan type, license status, or date) and to export the data into a downloadable format such as CSV or Excel. This would make the view more interactive and provide flexibility for data analysis outside the platform.
Benefits:
- Enables targeted filtering for quicker access to specific plan/license information
- Provides an export feature for offline analysis or record-keeping
- Streamlines reporting workflows and reduces manual data entry
- Improves decision-making by making data more flexible and accessible