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Atlas-Assistance-Dogs / atlas-dogs

Repository for Atlas Dogs flows in Salesforce
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need a way to say who needs to complete CEUs #389

Closed atlasjen closed 1 year ago

atlasjen commented 1 year ago

our continued fun of what we can do in standard reports. Here is where i have gotten to. https://atlasassistancedogs.lightning.force.com/lightning/r/Report/00O4x000007UmU6EAK/view In this case, I don't have access to the CEU data itself, only the relationships. so I can't run a report that says

Contact, # CEUs in last year

which is what I need to be able to do.

deb761 commented 1 year ago

You can create a report on CEUs, and group-by Trainer. Hopefully you can also sum the #CEUs. Since there aren't any CEUs entered yet, I can't really show you an example.

atlasjen commented 1 year ago

ok i figured this out. i was able to create a report that displays the results. closing.