Discussion:
CRM 4.0 Custom Report Filter Problem
(too old to reply)
bw2868bond
2010-05-20 14:57:38 UTC
Permalink
I am using the Report Wizard to create a simple report.
Report is using Quotes and Quote Products

I have a custom field in Quote Products which is a bit field Yes-No
When I use that field as a filter for report output, I get all records. The
filter criteria appears to be ignored

Is this an inherent problem with Report Wizard or Am I doing something
wrong?

Thanks.
AdamV
2010-05-20 22:24:44 UTC
Permalink
depends on your business logic and what you want to see.

If you have three quotes:
Quote-1 has three products, all with the custom field set to Yes
Q2 has three products, two set to Yes, 1 to No
Q3 has three products, all set to No

If you want to filter for all quotes with a product set to "Yes" you
will get 1 and 2.
If you want quotes where *all* their products are set to "yes" this
filter won't work. You would have to have quote product as the central
record for the report, which you almost certainly don't want.

Hope this helps
Adam
Post by bw2868bond
I am using the Report Wizard to create a simple report.
Report is using Quotes and Quote Products
I have a custom field in Quote Products which is a bit field Yes-No
When I use that field as a filter for report output, I get all records.
The filter criteria appears to be ignored
Is this an inherent problem with Report Wizard or Am I doing something
wrong?
Thanks.
bw2868bond
2010-05-21 12:08:24 UTC
Permalink
Thanks for the reply,

In the scenario you present, regardless of selecting Yes or No, I get all 3
Quotes and all Quote Products on those 3 Quotes


Bernie.
Post by AdamV
depends on your business logic and what you want to see.
Quote-1 has three products, all with the custom field set to Yes
Q2 has three products, two set to Yes, 1 to No
Q3 has three products, all set to No
If you want to filter for all quotes with a product set to "Yes" you will
get 1 and 2.
If you want quotes where *all* their products are set to "yes" this filter
won't work. You would have to have quote product as the central record for
the report, which you almost certainly don't want.
Hope this helps
Adam
Post by bw2868bond
I am using the Report Wizard to create a simple report.
Report is using Quotes and Quote Products
I have a custom field in Quote Products which is a bit field Yes-No
When I use that field as a filter for report output, I get all records.
The filter criteria appears to be ignored
Is this an inherent problem with Report Wizard or Am I doing something
wrong?
Thanks.
Loading...