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Customer Grouping in saved Search

edited Jun 2, 2025 2:25PM in Search / Reporting 5 comments

I am trying to run a saved search to display 1 line per company and contact and what they are subscribed to. I can get the list to output data but it is one line for each subscription. I am running a formula text search where subscription = a specific condition or another condition. Again it returns the data but for each condition it returns a line. I need the data for on one line. I have tried grouping all fields but it just is not outputting correctly.

Name address phone email sub1 sub2

bob 123 main 555-xx b@b.com T F

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