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Creating a blank Report
... Creating a blank Report After selecting to create A new blank report , you will see the full list of 'object types' (ie, ...
Introduction to Reporting
... CRM Reporting Introduction to Reporting Workbooks provides an extremely powerful and flexible reporting engine which allows you to ext ...
Reporting on NULL or Blank values
If you want to identify records with blank values, you should use an OR statement because blank values can be represented in the Workbooks database in two forms: NULL, which represents the absence of a value; or ...
Total Pipeline value per month
Hi, I read a recent post on this but still couldn't work it out. I've created a few reports called 'This Month Pipeline' and 'Next Month Pipeline' - exaclty the same but with different months highlighted in the criteria. I'm now ...
IF statement
I'm writing a report in Workbooks but haven't yet used the conditional IF statement. Can you tell me what I need to type in and in what order? In Excel I've put together the following but I can't get it to work in Workbooks: IF (activity_type, 'Pr ...
Functions within IF functions
Hi, Where can I find a full list of all functions I can use within IF functions? The only example on the Knowledge Base is x LIKE y, but hopefully there are more. Can I do things like x CONTAINS y? Thanks It sounds like you've alre ...
Adding totals to a report
I've produced a report that shows all our open opportunities and their amount. How can I show the total sum? Workbooks doesn't currently Workbooks doesn't currently support the ability to create a list report that then displays a total. ...
Calculated column for age
We record the date of birth of people on our database. How can we report on how old they are? Yes you can. You need to Yes you can. You need to create a calculated column that, in effect, works out the difference between today's date ...