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Question

exclude checkbox information from a report

  • July 15, 2019
  • 0 replies
  • 16 views

I am tracking lead information, I do not want delete any leads so I added a check box 'Lost Business' that can be check or unchecked as needed. Within one report I am building, I would like to exclude any information for a particular lead 'lost business' check box is marked.

any suggestions? Thanks in advance
This topic has been closed for replies.

Filter results in the report where that field is unchecked. you can do that natively.

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  • July 16, 2019
Thank you!!!