10-16-2012 10:21 AM
I'm running client meeting reports by date. I lookup "client" in id/status and run the report. The report lists all id/statuses and only runs the report until 10/5/12. I would like it to only run only clients with the most current meetings - the last one was 10/12/12. HELP!
10-16-2012 10:35 AM
More information please. What specific report are you using? Is it a customized report?
10-16-2012 10:43 AM
Thanks, Roy! I guess I'm not actually running a report? I go to "Lookup", "ID/Status" and type in client. I used to just customize the info I'd like to see and upload it into Excel. As I wrote previously, it's listing all the id/status (prospects, business contacts, etc.) and only using printing meetings up to 10/5, which isn't up to date. I don't get it...