How to only get records that have data in at least one of many tables 1

[lm1340]

I am trying to limit the outcome of my report that has 3 different data sources.

Table 1. All individual contacts
Table 2. Financial Report 1
Table 3. Financial Report 2

The tables can link on a common account number. I only want to pull individauls (Table 1) that have financial activity in EITHER Table 2 OR Table 3.

I keep getting records of individuals from Table 1 that aren't linked to an account number that has any activity in Table 2 or 3.

 

[lbass]

Use a selection formula like this:

Not isnull({table2.acctno}) or
Not isnull({table3.acctno})

This assumes you have your report set to allow nulls and that you are using left joins FROM the contact table to each of the financial report tables.

-LB

 

[lm1340]

Thank you. I got so focused on trying to get it to work from the initial table linking that I didn't see the obvious option of filtering them out through the select expert.