Reporting FAQs

Occasionally Workbooks users want to export people data in order to merge it into a hard copy mailshot.  In these circumstances there is a requirement to show the different lines of a multi-line address field in separate columns in a report so that it can be exported easily to Excel.  This is possible to do by using a substring formula in your Workbooks report.  The same technique can be used to split the contents of other multi-line text fields into different columns but for this example the focus is on the street address.

Separating a multi-line address field into separate reporting columns | Workbooks CRM Support

Workbooks includes filters and report criteria to allow you to check if a field ‘is blank’ or ‘is not blank’, but sometimes, you need to do this check within a calculated column. There are a couple of ways to do this. Please follow the link below to learn more about this

Reporting on empty fields | Workbooks CRM Support

How to report on the first/last item in a group, e.g. description of the latest activity | Workbooks CRM Support

‘Match Any’ Criteria in a report | Workbooks CRM Support

Weighted probability reporting | Workbooks CRM Support