Creating reports for specific Accounts


#1

Attempting to bring up a report for activity for a set of customers. In Select tab, I have Account-Name = “Customer” (have tried both Required and Optional) as a test for 1 customer. It either brings up all customers or no info at all.

As this is a text field and not a drop down (unable to select Is One Of in the operator field for Select tab), any ideas why it’s not bringing up the information when I set the Account Name = customer name?

I have also tried to = Account ID, same results as above.


#2

Please disregard. I deleted the report and started from scratch and it seems to be working now. Not sure if certain filters are stored after they’ve been removed but that could have been an issue.