Hi looking for some insight,
Creating a report to show upcoming meetings including date, time, contact, etc.. How could I pull in other activities or past meetings to show content for the meetings?
I tried a custom formula but due to the date restrictions for the meetings I am looking at the additional activities and meetings won't pull. Any advice?
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Can you post a screenshot of the Report, showing the Report Type, the Settings, and Filters that you're currently using, the results you're currently getting, and a mock-up of what you want?
For questions related to Reports and Dashboards those are really helpful
Also what is this "Formula" that you're referring to? Can you post the Formula that you built?