Funnel Report Sorting

Question

Hello,

New to QuickBase, and I'm having trouble with my very first report. I need a funnel report for our prospects. I need the prospect stages to appear in order. Neither I nor my orientation specialist have been able to figure out how to do this. I've numbered the stages (both with and without periods after) and set it to sort by that field. Nope. The numbers I put in the stages don't show on the report, even though the display value is set to Value and Name

Any suggestions would be greatly appreciated.

Thank you!

Tammy

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Tammy Churchill
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AustinK · Answer

Your exact set up is a little unclear. Can you give more details on how things are set up here? When you say your display value is set to value and name, which part of the report are you referring to? The columns?

Are there multiple tables? Are the prospect stages always the same?

If you create a secondary table that holds your stages you can also create a field called something like Stage Index and sort based on that field. Just add a number and increment up one per stage(or record in this case as it is the stage table) that you have.

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