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Customer Forum

How can I create a report that shows people's email address and their employer's industry?

External Posted: 2011-02-27 14:04

I need to create a report for an email campaign we're running that shows people's email addresses and the industry sector for their employer.  Is this possible?

Workbooks Support Posted: Mon, 28.02.2011 - 10:26

Yes, you can join together information from one type of record with information from another type of record using 'breadcrumbs'.  When you're choosing columns to add to a report you'll see that some options include a right arrow like this one Image removed. .  Choosing an option with a breadcrumb opens up another window which enables you to drill through to the fields that you'll find on another record.

In your example, you should start by creating a Person report and add columns as normal for the Person Name, their Email address and any other fields from a Person record that you want to include.  To add a column showing the Industry sector for the person's employer, choose the Employer  Image removed. column, then choose Industry, as shown below (click to enlarge).

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This will pull through the Employer's Industry sector column as shown below.

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This theory applies throughout reporting allowing you to join together information from various record types.