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Huffy1166
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Quote Huffy1166 Replybullet Topic: Displaying groups that have no returned records
    Posted: 23 Aug 2012 at 12:19pm
I am reporting on a CRM database. There is a contact table...one record per contact, and there is a history table with records linked to contacts.

The report is designed to show last touches...and to color code those contacts that have not been touched (had an activity record created)in certain ranges. This all works as I would like.

What I found I had omitted was those contacts who did not have ANY touches, and that is my question. Currently I only see records where there was an existing activity record.

The report is grouped at the contact level and then the detail is each history record. Further I give a total on each group...representing the total number of history records that are found, and I make the detail section a drill down only viewing. My selection criteria is all based on the history record...particular rectypes...particular activity codes, etc.

How do I get group headers...in this case the contact...to show even if they did not have a history record?
Larry D Huffman
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hilfy
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Quote hilfy Replybullet Posted: 24 Aug 2012 at 3:10am
There are two things you'll have to do:
 
1.  Joins - make the join FROM the customer TO the activity a left outer join.
 
2.  Selection Criteria - If you've got a filter on anything in the activity table, you'll need to account for null data.  So, for example, if you're filtering on date, you'll do something like this:
 
(IsNull({activity.CustomerID}) OR {activity.Date} > {?Date Parameter})
 
Note that I surrounded this whole statement in parentheses - if you have multiple filters, you'll need to have these parens in order to get this to work correctly.
 
-Dell
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