Author Topic: Reports - With This AND This  (Read 1866 times)

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Offline Pastie

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Reports - With This AND This
« on: November 01, 2013, 08:04:00 am »
Hi all,

Without going into too much detail does anyone know how the logic is supposed to work with these reports? e.g.

I want to report on clients with these policies: -

Type A
Type B
Type C

AND these

Type D
Type E
Type F

I have used Extra criteria to filter down on ALL of our existing policy statuses only, and this has worked because I can verify the extra criteria I used.

Do we know if report will match ANY of the criteria (I.e. it will return policy info if they hold policy types A and D only) or would it only match ALL of the criteria (i.e. if they hold A,B,C and D,E,F).

I cant reliably get this to work and think maybe I mis-understand the report a little!

Thanks

Glenn
Glenn Worth
Systems & Training Manager
B&R Insurance Brokers
110 users 3 sites
TAMuk

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Re: Reports - With This AND This
« Reply #1 on: November 04, 2013, 11:08:53 am »
Locking topic - cross-post

Please see Forum Rules - http://appliedusers.ca/forums/index.php/topic,19.0.html

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