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Creating Mailing Lists
... Creating Mailing Lists To create a Mailing List click Start > Marketing > Mailing List to open th ...
Report Templates
... Report Templates Below is a list of the Report Templates currently available on Workbooks. Click on the screenshot to see a bigger image of the Re ...
Creating Charts
... Creating Charts Open the Report for which you want to generate a Chart by clicking Start > Reporting ...
Introduction to Cases
... Cases Workbooks enables you to log customer support Cases , giving priority to urgent Cases and tr ...
OR statement
Introduction: An OR statement allows you to match on any criteria across different fields e.g. Status = New OR Value > £5,000. This is unlike the AND statement which matches on all criteria e.g. Status = New AND Val ...
Why are the save buttons missing when I copy a report?
Why are the save buttons missing when I copy a report? I copy the report, the copied report opens e.g. My report (copy), but I can't save it. Answer: The ability to copy a Answer: The ability to copy a report is not controlled by a capab ...
Sort reports by multiple columns?
I would like to sort reports by a few different columns, rather than just choosing one column to sort ascending or descending. In other words, I'd like a list like this, where the list is sorted by item asc, size asc: Item Size Count ...
Two Duplicate Orders showing in Reports
Hi, I've created a simple report to show all customer orders, with the only criteria being exclude whereStatus = Draft. For some orders, it's appearing twice - and one doesn't have and organisation attached, and one does. Clickin ...
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 ...
Reporting Tips & Tricks: How to "slice & dice" data
It is a relatively common requirement to want to manipulate data into a slightly different format than that in which it's stored e.g. Create a report based on the first 2 characters of a postcode to perform geographical analysis. This forum article ...