Every week we have someone who goes into the Service module, type Facility/Equipment, view All Facilities/Equipment.
Advanced Find, uses a saved Service Activities view and then exports to Excel.
Basically he is getting a list of the facilities/equipment that have a scheduled start either this week or next week.
I want to create an excel report for him, however when using the Report Wizard I am unsure as to the record types to include in the report.
I've selected the Primary record type as Facilities/Equipment but am unsure as to what to select for Related record type.
And then on the Lay Out Fields screen, which Record type/Column I should choose that will give me the start date.
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