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Kathryn Cantwell 17 Reporting Issue: How to Exclude Data When Multiple Records are Used
I am trying to build one report that contains data for all salespeople that is broken down by divisions; however, I need to exclude the salesperson's primary division and only show the salesperson's data for other divisions where they have assisted. For example, John is assigned to Division 1 but assisted in Divisions 2 & 3; Mary is assigned to Division 2 but assisted in Division 3. I need John's data to only include Divisions 2 & 3 and Mary's to only include Division 3. Again, all this needs to be on one report.
To set up the report I need 2 filters: (1) Accounting Period; (2) AR Status. The additional filters are: (3) Customer Rep Name Equals John; (4) Division is Not Equal to Division 1; (5) Customer Rep Name Equals Mary; (6) Division is Not Equal to Division 2. So, my logic is: ((1 AND 2 AND (3 AND 4) OR (5 AND 6)). . . . but, as you guessed: it's not working. I'm still getting John's info for Division 1 (I guess when 5 & 6 are read, it brings back 3 and 4?). Suggestions? Thoughts?
Many, many thanks!
PS: And I have no idea which category would address a reporting issue. . . .