Hi there!
Iām trying to compute statistics and reports based on a many-to-many relationship, and Iām having a hard time getting this data into reports or columns.
Iām building a CRM that has Contacts. Each Contact has a āStatusā and links to one or more ServiceType(s) via a multi-field.
I add several service types to each contact, but is it possible to see how many Contacts there are for each service type?
I can ALMOST get this data using a JOIN in Data sources creator in the Reporter:
However, what I would need to do is to do an āAggregateā on the JOIN data source, but that doesnāt seem to be an option:
Ideally, Iād love to be able to compute statistics such as "What percent of each service type has a specific Status (i.e. how many leads were closed by type). As far as I can tell, if the above problem can be solved, the rest is easy.
Thanks so much for making this great software - please let me know if I can be of any help in solving this.