Reports for the new Name Format. I would like to be able to run a report that groups the 3 new Name Formats - Individual - Family - Business. My querie would be a specific time frame and I want my report to show all entries from that time frame Grouped by Name Format. All that has to be done is to add that new category to the report list.

  • Guest
  • Sep 17 2015
  • Already Works That Way.
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  • Mike Rusche commented
    March 10, 2016 19:37

    Name Format is an option in reports.  Once you have added that field to a report, then it will be available for you in the "Group By" area.