• Subject: Re: Reports with customized fields
  • Author: Chris
  • Date: 03 Feb 2008
  • References: 1
There is no report that shows exactly what you want, but you can get this information in several ways. The easiest is probably to show the custom field you've added in the Business Contacts view: 1. From the Business Contacts view, right-click on the column header and select Field Chooser 2. In the drop-down at the top, select "User Defined Fields in Folder" (I know, this is completely non-obvious. I can only apologize, and try to fix it in subsequent version) 3. Find the custom field you've added, say "Business Type" and drag it into the view. 4. Right click on the Business Type field and select Group By This Field 5. You now have all your contacts grouped by Business Type, and each group shows the number of members in that group. Alternativey, you can customize any of the Reports to show the custom field: 1. Choose a report, say, Business Contacts by Account 2. Click Modify Reportm, then expand Custom columns (near bottom of Modify Report pane), and select your custom field. 3. Now within each account, you can sort by business type. It won't show you the number of records with each value as the view does, but it is in the report. Hopefully these will give you some ideas to get what you need. Please do let me know if you have any other questions. Chris [msft]
15 Jan 2008Reports with customized fields.Anja
03 Feb 2008\ Re: Reports with customized fields.Chris
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