I am trying to create a joined report between Activities with Accounts and Accounts with Assets. I have added Filter Logic to the report, but when I click "Run Report", it's still bringing up records that do not meet the filter logic. For example, one of my criteria is that the checkbox "Referenceable Client" be selected "True". The very first result on my report does not meet this criteria; the box is not checked and is therefore false. My coworker is also trying to run some reports and finding that her filter logic does not seem to be working. What are we doing wrong?
Thanks!
Melissa
2 件の回答
In joined reports you have to think of each side as it's own report, if you don't include common filter criteria on both blocks you will get this result.
In your case the report block on the left is returning all Accounts with Activities that match criteria for the first block (regardless of what block 2 is). The report on the right is returning only Accounts with Assets, but where the Account does not have an Asset, it will still show with 0 records because that Account was included in Block 1.
To limit block 1 and block 2 you would need some sort of common filter criteria. Such as if you had a field on Account called "Has Assets" (Checkbox) which could be included on both report blocks as filter criteria since Account object is your common tie.
I hope this makes sense. It is difficult to describe.
