I need to create Report containing Users with signed Contracts

[david.strejc]

Is there a way to:

* Create a report from User entity
* Those user has Dealer Contracts (N:1)
* I need to filter users who has Assigned contracts (classic Assigned user)

How to do that with Reports? (I need to use that report for TargetList)

[Jakub Grufik]

Hello,

create list report with filter:
Field "Contracts" (assuming that you have created relationship between those two entities) IS NOT EMPTY

[victor]

Hi david.strejc,

- So we have a relationship between Contracts and Users (screenshot 1).
- We create a report for Entity Users with the following filter: Contracts is not Empty (screenshot 2).
- We receive a report with a list of Users who have at least Contract (screenshot 3).
- If our Assigned User is always equal to the user for whom the Contract is fixed, then we can use the formula (screenshot 4):

userId = assignedUserId;

- And in this case, we may not even display the User field on Layout, because it is always equal to Assigned User (screenshot 5).
Do not forget the Recalculate Formula action of all necessary records from the list view: select records (or all search results) > click Actions dropdown > click Recalculate Formula.