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wmecoy Frequent Visitor
Frequent Visitor

Drillthrough on Name OR TaxID

I am trying to recreate a Cognos report. The first page will show a full list of all customer records. When a customer record is drilled through, all records with matching CustomerName OR matching TaxID are displayed. The goal being to identify duplicate customer records. 

 

I have searched for a solution to this question to no avail. I am looking for any way to move from a master list down to a list filtered by CustomerName OR TaxID

1 REPLY 1
Community Support Team
Community Support Team

Re: Drillthrough on Name OR TaxID

Hi @wmecoy ,

 

Could you please share your sample data and excepted result to me, if you don't have confidential data? Please upload your file to One Drive and share the link here.

 

Regards,

Frank

Community Support Team _ Frank
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