I know that we can not open the default reports that are included. Are there templates that we can use as a starting point? I wish to add the contact address to the task summary report and have not been clever enough to do it from scratch. Also it would be of great help to see how you guys construct the templets.
Jason thanks for the help but what I am looking for is the data in the default MC task summary with the addition of the linked contact's address. For the life of me I can not figure a way to get anything but the name of the linked contacts. I would also love to see how it is done.
In your Print layout page create a table with in a new strip. Set the Data source of the table to Standard filter. Get objects from: "Parent data row" or "Page" Relationship: Contacts
Go to the columns tab and select configure columns Add the the fields you want for example fullname, Default phone...etc.
This message has been edited. Last edited by: Oscar,
Posts: 494 | Location: Toronto | Registered: February 20, 2007
Originally posted by Stephen Scheaffer: Answered my own question. To do this in paragraph format use one column and dynamic text.
Thank you Oscar. I now have some understanding how all this works.
I assume one can only change style within a cell ..not fonts?
Steve
Hi Stephen,
You can actually change the font inside a cell.
Press apple + T This should bring up the font window. Highlight the text and or dynamic text and then select the appropriate attributes you would like to apply.
Posts: 494 | Location: Toronto | Registered: February 20, 2007
Oscar, what I am trying to accomplish is to make a report that includes, among others, all tasks and sub-tasks. Now, I can set up a table with Data from Task, I can even put another (sub-) table into the (parent-) table to show the sub-tasks (if any). The issue is that the sub-tasks now show up twice: in the embedded sub-table and further below in the (parent-) table as ordinary tasks. I've tried to filter the data flowing into the (parent-)table to limit it to parent tasks. However, this does not work out. Is there another way to accomplish this? As I can see from the Live List template there should be a solution.
Originally posted by Dennisffm: Oscar, what I am trying to accomplish is to make a report that includes, among others, all tasks and sub-tasks. Now, I can set up a table with Data from Task, I can even put another (sub-) table into the (parent-) table to show the sub-tasks (if any). The issue is that the sub-tasks now show up twice: in the embedded sub-table and further below in the (parent-) table as ordinary tasks. I've tried to filter the data flowing into the (parent-)table to limit it to parent tasks. However, this does not work out. Is there another way to accomplish this? As I can see from the Live List template there should be a solution.
Dennis
Hi Dennis.
What exactly are you trying to do? -Are these tasks based on contacts or projects or etc.?
Overall what are you trying to accomplish with this report or print layout? What will you like to get out of it.
Posts: 494 | Location: Toronto | Registered: February 20, 2007
