I am still struggling with a question that I brought to the Apsona Office Hours last Thursday.
I need to build an cross filter report in Apsona that only includes records where the child object does not match the criteria (an exception report).
I was able to create the report I am looking for natively in Salesforce but I cannot figure out how to create the report in Apsona.
Here is a screenshot from the Salesforce report. #Apsona #Apsona Document Merge
1 answer
Hi John,
I think your best method is to create a filter for contacts who have offline waivers in the last 365 days, then in your report add a filter where the contact id is not in that new filter. Let me know if you need more detail, I'd be happy to jump on a call to help.
-Laurie
