Posted: 2014-08-19 09:42 |
Hi all
I am trying to include within one report, several status types. At the moment it will only pick up 1 status search term (appointment or lead for instance) and therefore I need several reports which is cumbersome. However what I want is to create a report that will include all of them.
How do I do this? |
Posted: Tue, 19.08.2014 - 11:42 |
You need an OR operator in your criteria so that your report will filter for both results. To do this, you simply use a comma to separate your criteria. So in your example you would add a report criteria for: Column: Status Operator: is Text: Appointment, Lead This concept also extends to search results.
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