Joined: 03 Dec 2012
Location: United States
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Posts: 16
Posted: 22 Jan 2013 at 10:24am
The issue is that the sales rep who handles both accounts for the customer, would like to have it printed in one sheet instead of two, so he dose not have to do the extra math when presenting the customer with the information. So he was hoping there was a way to merge the two accounts onto the one page.
Joined: 19 Dec 2008
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Posts: 9053
Posted: 22 Jan 2013 at 10:56am
what is the structure of your report?
Sounds like you are using grouping and drilling into the report so I was trying to give you a solution so that all of the detail records would be combined via grouping.
Joined: 03 Dec 2012
Location: United States
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Posts: 16
Posted: 22 Jan 2013 at 11:40am
The report is almost in a Letter format, with each customer having a full page for their information.
I have the report Grouped by customer ID as per the changes you suggested, and originally had the report grouped by customer name. The report contains sales totals, and sales goals for the time length of the program (10/12-10/13). Each page is listed by company Name and customer ID. Not sure what other info you need, please ask and I will be happy to provide any more detail.
Joined: 03 Dec 2012
Location: United States
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Posts: 16
Posted: 22 Jan 2013 at 12:08pm
It looks like it's working this time. I have sent the information to the sales agent who had requested, and i will let you know if there are any other issues that pop up. Thank you again for all the time and help you have provided me today.
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