1 Reply Latest reply on May 11, 2015 6:05 AM by MT_2

    Summary Report based on multiple records

    MT_2

      Title

      Summary Report based on multiple records

        • 1. Re: Summary Report based on multiple records
          MT_2

          Hi,

          I am trying to build a report off Two tables A & B

          A is contacts and B is Product

          I am trying to create a Summary report that shows 1 line per advisor from the "Product" table.

          however I need to create a field that shows me on the one line in the report where the advisor had a lead passed to him where it met one criteria lets say "Sold" but if the advisor actually created two sales ( Another Record in Table B Product) for the client that the other sale did not equal "On Hold"

          Both records would have the same "Client ID" i.e 1089

          Can anyone help me understand how to see if two records with the same "Client Id" have/do not have certain data in the same field of each record.

          I hope that makes some sense.

          i.e

          Client ID 1089 does not have two sales (records) where one equals "Sold" and the other equals "On Hold"