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Filtering Information in Reports|
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Apprentice |
I need to filter information that goes into a report. I need to be able to make reports that are accessed from Projects that filter the information based on the role type of a contact in a project. Further, I would like to be able to filter what data from the contact that the first filter comes up with to do things such as get only home addresses and telephone numbers.
Any ideas? I am stumped. Thanks, Bryan |
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Marketcircle Team |
The 'getting a contact based on role' part is a little tricky and need some F-Script to get to it. Once you have that, the rest is standard (I won't say easy - otherwise you might shoot me).
Since it is a little tricky - I recommend that you contact Cynthia Shaffer or Eric O'Connell. They can get these kinds of reports done pretty quickly. |
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Forums
Extending Daylite
Building Reports and Print Layouts
Filtering Information in Reports
