Reports listing only the latest note

Version 7.11.15 / Sugar Version 6.5.25 (Build 344)

How do I create a report, for example, that lists all client projects and for each project includes only the last note, or possibly last n notes?
Thanks for looking.


hmmm, I’m not sure if the Reports module currently has the ability to list "previous n related items" to a module

Though you might be able to get something close as a workaround

Maybe you could create a custom relate field on the Projects Module, (ie called “Latest Note”), through Admin->Studio

Then, using a Workflow, update this field any time a new Note is created and related to a Project.

Then you would be able to report on this field:

This would allow you to list all projects and their most recent Note record in one report.

Hopefully that is something close to what you’d like!

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Thank you John, much appreciated. I will try that.
As a workaround I used a standard condition which in effect reads:
include all notes where Modified date is within the last Month (period).
Thank you again!

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