I would like to be able to run a report that shows how many closed orders each month do not have any attachments on them.
Can anyone help - cheers
@NMiller4 Here’s what I started with in the custom report builder.
Here’s the attachments:
From there I’d play with the properties and the display to see if there’s a pivot table or another visualization that shows me the closed Deals and attached files. I think this gets you closer to what you’re looking for. Thanks!
Thanks Dan, much appreciated but i still cant get it to work at this stage. Ive walked away from it and will come back again shortly.