A customer recently asked us how to create a report which showed completed meetings for 3 Workbooks users. To do this:

1. Create a new report (based on Activities in this example).
2. Add a column for Assigned to name.
3. Add a column for Type.
4. Add a column for Status.
5. Add a calculated column called Meetings that uses the following formula: IF( activity_type = 'Meeting', 1,0).
6. Add a calculated criteria that states Meetings = 1.

In our example we are looking to find completed meetings by Alison Jones, Hugh Demery or Tony Khan. To do this we need to create a calculated column so that if the "Assigned to name" is equal to one of the mentioned users, a 1 is returned.

This is achieved by creating a calculated column called 'Assigned to AJ, HD or TK?' using the formula shown below:

• IF( assigned_to_name = 'Alison Jones' OR assigned_to_name = 'Hugh Demery' OR assigned_to_name = 'Tony Khan' ,1,0)

Now that this column is set up, we need to add a calculated criteria so that the report will only return results when the 'Assigned to AJ, HD or TK?' column is equal to 1. To ensure the other conditions of our report are met, we added the criteria Status is Complete.

We now have a report which shows the completed meetings that were assigned to Alison Jones, Hugh Demery or Tony Khan.

You can expand this report in a number of ways. For example you can create a summary view which displays the total number of meetings completed by each user rather than listing each one individually. To do this:

1. Select 'Add Summary View' and 'Add Grouping column'. Group by 'Assigned to name'.
2. Add a sub-total column and select 'Meetings' for Column and calculate the 'total'.

The report should now look like the following: