I really hope that you guys have some ideas about these struggles. I work for an insurance firm. We added two new fields to our Zuora tenant for tracking claims and estimates, claim_ID__c & Estimate_ID__c. We want to be able to show usage using these custom fields. The idea is to show all the estimates first, and then all the claims second. I've sorted these uses using Usage.Date. I want to then, after sorting by date, sort by Estimate_ID__c to keep the estimates grouped seperately from the claims. Whenever I try to upload my template Zuora tells me that the field I'm trying to sort by is not properly defined. I've copy-pasted the field to other parts of the sheet and the field populates as expected, so the field is correct. Zuora just doesn't want to sort on that bases. I don't know what I should do. Do any of you have any ideas?
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