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Customer Forum

How do I include multiple status types in one report

External Posted: 2014-08-19 09:42

Hi all

 

I am trying to include within one report, several status types.  At the moment it will only pick up 1 status search term (appointment or lead for instance) and therefore I need several reports which is cumbersome.  However what I want is to create a report that will include all of them.

 

How do I do this?

Workbooks Support Posted: Tue, 19.08.2014 - 11:42

You need an OR operator in your criteria so that your report will filter for both results.

To do this, you simply use a comma to separate your criteria.

So in your example you would add a report criteria for:

Column: Status

Operator: is

Text: Appointment, Lead

This concept also extends to search results.