I would love to try and help you out, any chance you could give me a little bit more information on the data that's on the report?
On what field are you sorting your report? Is it on the type of call?
Are you showing all the types of calls (initial call, follow up call...)
I can't imagine what your report might look like.
A screenshot would do wonders.
You say your report is based on one table.
But I would imaging Company's come from another table. Is that right?
How do I filter this so that I still get the number of records from the summary field in the sub summary part, but only show the company names of those with the 'appointment made' value?
I'm also unsure of what you want here. If you want to use only records where a specific field contains the text "appointment Made", you can perform a find to produce a found set where only records with this text are in the found set. This will change the counts reported by the summary field so that's the part that's not clear--whether this is what you want or if you want counts for all records, but to only list companies where this value is in the field.
You might want to post an example of the report you want to see.
I want to be able to count all records, but only list the companies with the value 'appointments made', so that it looks like this:
Initial call 180
Follow up call 5
Appointment made 2
Total number of calls 187
I need to exclude all the company names that come up under Initial call and Follow up call. is this possible?
If you want this for a print out, preview or PDF of your report, you can do a little slight of hand with sliding fields.
Define a calculation field such as:
If ( YourField = "appointment made" ; Company Name Field )
This field will be empty for all but the records where the value is "appointment made" in this field
Then you can put this calculation field in the body in place of Company and set it to "slide up" , "resize enclosing part".
If you want to see this in browse mode, then you'll need to set up a different approach such as using self join relationship to match to and count the records of each category while your found set only includes records with this value.