I'm not a db tech, just self-taught on using CR10.
I have a report that returns basically:
CaseID | SourceType | SourceDetail
CID1 . | Media . . |
CID2 . | Broker . . | Broker1Name
CID3 . | Broker . . | Broker2Name
CID4 . | Friend . . |
Report works when I just run for Case/SourceType. When I add the SourceDetail field to bring in the broker name that corresponds to each case, the report returns only Broker cases.
I tried writing a formula (If {cms_Client.SourceID}=2 then {BrokerClientFundings.BrokerFirmName} else '') but of course that didn't work - it still just returned Broker cases.
I know this is a stupid question -- pretty sure I've even dealt with it before. But right now I just can't figure it out, and I don't even know what search terms to use in order to look it up. Driving me nuts.
If you need more details, I'd be happy to oblige.