HI all,
I have a question, I need a report, could be a simple list.
So what I have, I have "Contacts", because of historical reasons I had to made a manual Customer-ID for each contact (is a custom field).
I have a second part, called "Vehicles".
A contact can have one or more Vehicles assigned - till now, all works great.
So, If I filter now under the Vehicle's list, I can also filter for all what is needed/what I want. I can also show the "Contact" of each vehicle. This also works great for Excel.
But what I need to see now as well in this list/excel export, are more information about the contact. so for e.g. I'd like to see the following fields in a Report:
(first if the field is in the Contact or in the Vehicle, second the field, nearly all of them are custom fields)
- Vehicle, Type
- Vehicle, Location
- Vehicle, Model
- Contact, Contact
- Contact, CustomerID
- Contact, paymentopen
is it possible to create such a report with the Advanced pack?
I have really no issue to pay the amount for the Advanced Pack, but I would be really pissed, if this simple thing, wouldn't be possible...?
Unforutantelly it doesn't seem, like there is a way, to test out the Advanced Pack on our on premise installation... this would be really prefered...
I have a question, I need a report, could be a simple list.
So what I have, I have "Contacts", because of historical reasons I had to made a manual Customer-ID for each contact (is a custom field).
I have a second part, called "Vehicles".
A contact can have one or more Vehicles assigned - till now, all works great.
So, If I filter now under the Vehicle's list, I can also filter for all what is needed/what I want. I can also show the "Contact" of each vehicle. This also works great for Excel.
But what I need to see now as well in this list/excel export, are more information about the contact. so for e.g. I'd like to see the following fields in a Report:
(first if the field is in the Contact or in the Vehicle, second the field, nearly all of them are custom fields)
- Vehicle, Type
- Vehicle, Location
- Vehicle, Model
- Contact, Contact
- Contact, CustomerID
- Contact, paymentopen
is it possible to create such a report with the Advanced pack?
I have really no issue to pay the amount for the Advanced Pack, but I would be really pissed, if this simple thing, wouldn't be possible...?
Unforutantelly it doesn't seem, like there is a way, to test out the Advanced Pack on our on premise installation... this would be really prefered...
Comment