Show all records for X, but limit for Y

[Former Member]

Hello! I have hit a roadblock in my client report I am trying to produce.

I have three categories for our accounts - Clients, Prospects and Leads. We market to Clients a specific way, and we market to Prospects and Leads a specific way.

What I am trying to do is create a report for the Prospect/Lead list that basically does this:

Pull all records for Leads, but only pull the Primary and Authorized Prospects.

My table basically has this data:

Prospect       Primary            (I want to pull this)

Prospect       Secondary         (I don't want to pull this)

Lead            (blank)               (I want to pull this)

Lead            Authorized          (I want to pull this)

Prospect      Authorized          (I want to pull this)

Lead            Secondary          (I want to pull this)

Hopefully this makes sense.

[DellSC · Accepted solution]

You'll use logic like this in the Select Expert:

(

{MyTable.Category} = 'Lead' or

(

    {MyTable.Category} = 'Prospect' and

    {MyTable.AccountType} in ['Primary', 'Authorized']

)

)

-Dell

[Former Member · Accepted solution]

I knew it was that simple, I just couldn't figure it out! Thank you Dell! ❤️