We define a “role” for “Company/Relationship Person” and the value for this role is managed by a pick list. I can generate a report from Company/Relationship Person and include this field in a report.
The problem I’m trying to solve is when I add these fields in “Show Me”:
It results in a report that has multiple lines per Company (one for each Person with that role). What I want is one line per company with totals for each role.
How could I accomplish this?
For this use case, consider
The above would give you a count of Persons at each Company, one row per Company.
This extra step would still render one row per Company, and you’ll also have columns for each Role, to discern how many Persons are within each Role.
I believe this will work! Thank you!
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