How can I structure a custom report to filter using the Reference field

[Mark]

I wonder what term you used for searching?

Renamed "Advanced Search" to "Custom Reports" and making the feature look report-like

It took a while to get to this point but new custom reports are now in the latest version (24.2.23) You can now turn your data within any tab into a custom report. The first change is that Advanced Search button has been renamed to Custom Reports. [image] When you create New Custom Report, the form will look similar to this: [image] You can select columns which you’d like to see on your custom report. Apply filters using Where option, sort your results using Order by and optionally if you…

Advanced Queries

So based on the feedback, I’ve realized the previous implementation of elevating Advanced Search into Custom Reports was not as good. In the latest version (24.2.26) it works as follows. I’m going to call the feature Advanced Queries. [image] The reason is that it’s not always search what users are doing thus Advanced Search is not appropriate. And it’s not always a report that users want out of this feature so Custom Reports is not the right terminology either. I think Advanced Queries capt…