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Zarlot531's avatar
Zarlot531
Helper V
8 years ago
Solved

Drilling through to notes when only using "Rows" no columns, no values.

I have a large query that produces leads but also has a notes column. This causes leads to be repeated over and over if there are multiple notes on a lead. 

 

What I want to be able to is show only the leads data (don't bring in the notes into the matrix/table report in other words) but if someone is curious and wants to drill further on one particular lead to see notes, then be able to do that.

 

I have played around with matrix drill through etc. and have not had success. I think part of the problem is that there is no need to use values here -- only rows. Any way to do this? Thanks. 

  • Counting the number of notes (as a value) and then right clicking on any given count on any given record and click "See Record" gets me close to what I need and is probably good enough for now. Thanks everyone. 

2 Replies

    • Zarlot531's avatar
      Zarlot531
      Helper V

      Counting the number of notes (as a value) and then right clicking on any given count on any given record and click "See Record" gets me close to what I need and is probably good enough for now. Thanks everyone.