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.
3
votes
Jo Bosson
shared this idea
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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?