I would like to have a report of Leads with one column being the latest note.
What I’ve tried.
- Create a Report for the Lead module
- Add Lead Info (ID, first_name, last_name, date_created, date_modified)
- Add Related Note Info (Note:Note note)
- Sort by lead.date_modified, note.note
Report shows every lead and it will display a lead row for every note which that lead has. This was kind of expected.
Then I tried,
- group by ID field : Didn’t work
- Function avg,sum,count by ID field: Didn’t work
- group by note field : Didn’t work
- Function avg,sum,count by note field: Didn’t work
Anyone have any other ideas where essentially I can limit the results to one lead.ID with it having the latest lead.note.note ?