Adding Text to Reports Summary Table
I made a report where I can look at various project data (total project size, total project profit etc)
This report is sorted and grouped by salesperson
At the bottom of this report I have a summary table
I made filters on this report so that it only shows certain projects: project status is equal to complete / profit is NOT equal to 100% (sometimes projects get completed but there is no cost accounting associated with the project, obviously this is bad data and I filter this out) just to give examples of my filters on this report
When I presented this data to my supervisor, they were confused and wanted to see the filter criteria (I know they can easily access this by looking at the report settings, but they are not very tech savvy)
So they requested that I add text next to the report summary table listing all my filters; I can't figure out how to do this
- can I use a report formula?
Any help is greatly appreciated
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Michael Jameson
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This report is sorted and grouped by salesperson
At the bottom of this report I have a summary table
I made filters on this report so that it only shows certain projects: project status is equal to complete / profit is NOT equal to 100% (sometimes projects get completed but there is no cost accounting associated with the project, obviously this is bad data and I filter this out) just to give examples of my filters on this report
When I presented this data to my supervisor, they were confused and wanted to see the filter criteria (I know they can easily access this by looking at the report settings, but they are not very tech savvy)
So they requested that I add text next to the report summary table listing all my filters; I can't figure out how to do this
- can I use a report formula?
Any help is greatly appreciated
------------------------------
Michael Jameson
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