Forums
Extending Daylite
Building Reports and Print Layouts
Pre Data Extraction/Post Data Extraction|
Go
![]() |
New
![]() |
Find
![]() |
Notify
![]() |
Tools
![]() |
Reply
![]() |
|
|
Apprentice |
Could someone please explain the scripts for Pre Data Extraction/Post Data Extraction.
Would it be possible to use this feature to create a list of opportunities excluding the abandoned and/or suspended ones? Thanks |
||
|
|
Journeyman |
I'm simplifying this by ignoring your first question. You can create a list of opportunities that are neither abandoned nor suspended in a Smart List: select the Status field and add conditions saying "match all" for 'is not abandoned' and 'is not cancelled.' If you want reports or print layouts they can draw from this smart list.
. . . . . . . . . . . . . . . . . . . . . . . . . . Em Herzstein Elite Daylite Partner/Report Certified Supporting the intelligent use of technology 510.558.6890 / daylite/at/m2ts.com / gizmo: embat . . . . . . . . . . . . . . . . . . . . . . . . . . |
|||
|
|
Marketcircle Team |
Hi Karen,
You do not need to use the pre/post scripts for this. To get a list of matching opportunities: - Create a report - Drag in a Table - In the 'Data' inspector of the Table, click on the + sign and select 'Visual Query Filter' - In the visual Query Filter, select 'Opportunity' - Now in the criteria area, add 'Status' and specify 'Not Abandoned' AND 'Not Suspended' - When you've added both criteria, you'll need to change the match 'any' to match 'all' - Now in the table, add the columns you want to see That should do it. HTH |
|||
|
|
Marketcircle Team |
While I was writing up that answer - I made the report (took me less time than writing the answer!).
Here it is. |
|||
|
| Previous Topic | Next Topic | powered by eve community |
| Please Wait. Your request is being processed... |
|
Forums
Extending Daylite
Building Reports and Print Layouts
Pre Data Extraction/Post Data Extraction
