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Saved Search - Use in a Report
Hi Everyone,
I have created a new record that (theoretically) will help me use quotas as quantities rather than monetary values. My requirement is to produce a report that shows QTY item sold and a QTY quota for that item (month by month).
A custom entity (?) form accepts these values and stores them in the record.
The saved search produces the list of all my 'qty quotas' against the item.
How do I get the results of the search to be used on a report?
(What I can see is that this may not be possible as there is no link or join from this record to any sales records which maybe why it cannot show. What whouold I need to do to make a link or join?)
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