Created a basic Subsummary report that breaks by each of our Property Codes. We show totals for referral source such as Signs or Newspaper, etc. The basic report worked fine; however, now I want to only show data and totals for properties that are actually for sale.
I thought this would be easy: I already have a relationship from our Sales Leads db ("Sales") to the Properties For Sale db ("UPC_Sales"). I just simply added another TO of the "Sales" table ("SalesProps4Sale") downstream from UPC_Sales (see attached). I thought the result would be that the SalesProps4Sale TO would only contain Sales Leads info on Properties actually for sale (which are listed in the "Sales" table).
However, when I ran the report, it contained nothing. I tried copying one instance each of the filter and count fields (see attached), but still nothing. Maybe I was relating the wrong fields, so I created a new list layout based on SalesProps4Sale. However, instead of having nothing, it had ALL Leads info, which it shouldn't since it is downstream from the UPC_Sales table. So, I either get nothing or everything. Obviously I'm doing something wrong. Any suggestions?