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How to filter by category when running reports

New Member
Posts: 3
Country: United States

How to filter by category when running reports

I have a business that is base by refferals and each member om my team I assign them to contact the clients by the type of reffereal. when i run a report it provides all the different types of reffereal, when I only need 1 source of refferal not all.. does any one know how to do this?
Moderator
Posts: 4,395
Country: USA

Re: How to filter by category when running reports

Which report are you running?  How are these referrals added to the database?
Platinum Elite Contributor
Posts: 14,384
Country: Australia

Re: How to filter by category when running reports

Have you put the referral info in a field? Then to a Lookup on the field first
New Member
Posts: 3
Country: United States

Re: How to filter by category when running reports

I add the names of each refferal under the refferal colum. I use the report "source of refferals." the reports runs fine but the problem that i have is that when I run the the report I only need specific "source of referral"  not all the refferal report.  
Platinum Elite Contributor
Posts: 14,384
Country: Australia

Re: How to filter by category when running reports

Platinum Elite Contributor
Posts: 6,662
Country: USA

Re: How to filter by category when running reports

There isn't any filter available for what you want. The workaround would be to group the report on that field and set each group to start on an new page and then print only the pages you want from the preview.
Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
New Member
Posts: 3
Country: United States

Re: How to filter by category when running reports

thank you