Trying to connect tables to consolidate info on a report
OK so I have multiple tables... we call jobs "Opportunities" - these require a "Layout" and sometimes they result in a "Loose End". So each "Opportunity" can have multiple "Layouts" and "Loose Ends"
Opportunities < Layouts
Opportunities < Loose Ends
There is currently no relationship between "Layouts" and "Loose Ends".
What I'm trying to achieve is to be able to build a report that will show me, per opportunity, who did the layout (that's a field that's selected on each record) and how many loose end records there are. (who made the most mistakes)
I can get the # of Loose end records, but I can't seem to pull up that field for who did the layout. It should all be associated to the parent "opportunity" record. I've toyed with creating a relationship between Layouts and Loose Ends, but I can't seem to get them to connect properly, i.e., that the opportunity is the common record between them. Maybe I'm going about it incorrectly. Any input out there?
Opportunities < Layouts
Opportunities < Loose Ends
There is currently no relationship between "Layouts" and "Loose Ends".
What I'm trying to achieve is to be able to build a report that will show me, per opportunity, who did the layout (that's a field that's selected on each record) and how many loose end records there are. (who made the most mistakes)
I can get the # of Loose end records, but I can't seem to pull up that field for who did the layout. It should all be associated to the parent "opportunity" record. I've toyed with creating a relationship between Layouts and Loose Ends, but I can't seem to get them to connect properly, i.e., that the opportunity is the common record between them. Maybe I'm going about it incorrectly. Any input out there?
