Add filtering by 'position', 'division' or 'section' to warehoused reports

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Andrew Rowland

• 08 September 2022 01:14

There is currently no ability in the 'contact details - warehoused' report to filter by 'position', 'division' or 'section'. We wanted to get a list of any contacts in our system with the position of 'VET Coordinator' in our system in order to contact them, and we are unable to generate this report. 

It seems like the contact details report should be able to report on all details attached to a contact, and while we could use custom fields to replace these fields and filter on those, it would be unnecessary duplication of data. 

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• Official comment

  

  Nicole Phillips

  • 06 December 2022 11:39

  Hi Andrew,

  These fields are now in the Contact Details -Warehoused report, I believed these may have been recently added.

   

  Also, I would suggest using Contact Categories as it can be a powerful tool.

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