Keep aggregated totals when Refine Results is checked in Report Builder

Enhancement Voting Report Builder
1

Name of Feature/Request: Keep aggregated totals when Refine Results is checked in Report Builder

What financial, time savings, or quality of life improvements will occur from this: Improve the user experience in Report Builder | Frequency: Daily when reports are ran. | This would greatly improve the user experience, and eliminate the step of having to export.

Attempted Solutions So Far: Can export to excel to subtotal and group as needed.

Digging deep - Any additional Why behind this request / How was this accomplished before Striven in what system or software: Original Description: Hello,
I regularly use the Report Builder and truly appreciate its capabilities as it has become an essential part of my workflow. That said, I’ve encountered two key usability issues that are limiting its efficiency and effectiveness. I wanted to share these with the hope they might be considered for improvement:

  1. Aggregate Totals Disappear When Filtering Results
    Currently, when the “Aggregates” option is enabled, totals are only shown for the full dataset. As soon as a user applies filters or refines the report, these totals disappear. Since one of the primary reasons for filtering is to analyze subgroup totals, this behavior disrupts the workflow significantly.
    Current workaround: Filter the report, export to Excel, and manually calculate totals.
    Suggested improvement: Retain and display aggregate totals for filtered results directly within the Report Builder. This would save time and streamline analysis significantly.
    ** Please see attached: “Screen Recording - Report Builder Aggregates”
  2. Column Resizing Affects Data Entry Fields in Filtering Panel
    When adjusting column widths for better visibility, the data entry fields in the filtering panel also resize—often becoming too narrow to view or input data effectively. This can lead to errors and uncertainty in filtering.
    Impact: Difficult to verify what has been typed into filter fields Unclear if a filter has been applied at all
    Suggested improvement: Separate the filter input fields from the grid layout Place filter inputs below the column header and above the filter buttons to provide consistent and adequate space regardless of column width adjustments

** Please see attached: “Screen Recording - Report Builder Col. Width”
Both of these improvements would greatly enhance usability and efficiency when working with reports.
Thank you for considering these suggestions, and I’d be happy to discuss or demo the issues further if helpful. | Previously accomplished: Currently utilizing the functionality as is in Report Builder

StrivenID: 5400756