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Ability to report record history Expand / Collapse
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Posted 9/6/2006 3:09:23 AM
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I would like to be able to report/list all clients and the record history data showing when the client was created in the system. Is this possible?

Regards - Brian

Post #1990
Posted 9/6/2006 8:02:10 AM
AyaNova Sales & Support

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Hi Brian

You can list all clients via the Clients grid in the Clients navigation pane, and than report based on the clients displaying on this grid.

But a detailed report template can only display data fields that show as a column on the grid. Creation date of the client is not an available column from the Clients grid.

What I would suggest is have a custom date field show in the client entry screen, and than sort by this custom date field in a report template as well as show it.

- Joyce

AyaNova Sales & Technical Support
http://www.ayanova.com
Post #1991
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