XPM - Report of Clients who DON'T have a certain Job Template
Reporting on XPM - I need to run a report from XPM that shows me ALL our clients who haven't had a job booked in yet showing the name "2023" so I can then chase them for checklists.
I can't see how to run a report that shows this. I really don't want to have to run multiple reports and compare things off - with over 1200 clients this takes an awful long time.
There has to be a simpler way.
Jo Bosson
shared this idea
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Tarryn Puntigam
commented
I would love more flexibility when creating reports.
I am trying to run a report that pulls client data and job data but would like more flexibility so that clients without jobs can also show up on the report. The reporting functionality is currently quite rigid.
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Jo Bosson
commented
Hi Annalisa I did run a report stating criteria of Job Title to only include XXXX Wording and it gave me majority of people but did miss some as their jobs weren't EXACTLY matching criteria set - so not ideal by any means!!!!
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Annalisa Mackay
commented
I am having this same issue! Did you manage to find a way to do it?