Creating Report Linking Leads and Tasks?

[ategenkamp]

I am trying to get a report with a list of tasks for all leads that are have a certain lead status.

I have created the report attached here as "Design" as a Task Grid report, and it shows me all the leads with Tasks, which is great. I can see that in the "Result" picture.

I would like to customize this report to only show leads that are "New" which are 2 of the 4 leads, as seen in the "Leads" picture.

Is this possible? Am I going about this the right way or should I be doing something else?

Thanks!

[lazovic]

Hi ategenkamp,

You should use filters with adding of complex expression.
Here you can find useful information:

https://docs.espocrm.com/user-guide/reports/#filters_1

https://docs.espocrm.com/user-guide/complex-expressions/

https://docs.espocrm.com/administration/formula/