I'm having trouble with a relatively simple report using version 8.5.
The table structure briefly explained:
The report selects certain accounts meeting a criteria. For each account, there can be 0 to many Opportunities.
For each Opportunity, there can be 0 to many Previous Activities (stored in the History table) and 0 to many Upcoming activities (stored in the Activities table).
So I have the main report listing Account details and a sub-report listing all associated Opportunities.
In the sub-report, I have grouping done by Opportunity Description (which is actually the Opportunity Name)
Then I have the the group selection formula set as:
{HISTORY.COMPLETEDDATE} = Maximum({HISTORY.COMPLETEDDATE},{OPPORTUNITY.DESCRIPTION});
Is there a way to also pull in the Next Activity Date:
{ACTIVITY.STARTDATE} = Maximum({ACTIVITY.STARTDATE}, {OPPORTUNITY.DESCRIPTION});
Or some alternative?
Thanks
The table structure briefly explained:
The report selects certain accounts meeting a criteria. For each account, there can be 0 to many Opportunities.
For each Opportunity, there can be 0 to many Previous Activities (stored in the History table) and 0 to many Upcoming activities (stored in the Activities table).
So I have the main report listing Account details and a sub-report listing all associated Opportunities.
In the sub-report, I have grouping done by Opportunity Description (which is actually the Opportunity Name)
Then I have the the group selection formula set as:
{HISTORY.COMPLETEDDATE} = Maximum({HISTORY.COMPLETEDDATE},{OPPORTUNITY.DESCRIPTION});
Is there a way to also pull in the Next Activity Date:
{ACTIVITY.STARTDATE} = Maximum({ACTIVITY.STARTDATE}, {OPPORTUNITY.DESCRIPTION});
Or some alternative?
Thanks