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#3338 - Create a Report combing "people" so Leads, Contacts,Targets from a given Target List

Closed Bug? created by stephen Verified Purchase a year ago

It doesn't appear I'm able to create a list of Targets, Leads, and Contacts unioned together where it's a list of first name, last name, email with all three objects being associated with a target list.

Thoughts on how this could be done?

  1. sapiens-bi member avatar

    sapiens.bi Provider

    a year ago

    Hello Stephen,

    Thank you for contacting us!

    "Combined" Report type is very specific- it would work like a union of the 3 modules only in summary way, and wouldn't give you a union of 3 detailed lists. In this case you would need to write a custom SQL query and try to relate that to Sapiens.BI.

    We will send you the Instruction via e-mail.

    Best Regards, Sapiens.BI team

  2. stephen member avatar

    stephen Verified Purchase

    a year ago

    I wrote a custom SQL query as given in the instruction and still unable to complete the described functionality above. The reason being is the way the custom SQL works is it only lets you create a view of data to LEFT JOIN to returned results in a report. If the data is not returned, you can't join it to be displayed. So even though my custom SQL returns all three entity types, they're not displayed in the report.

    If you could offer a way to do this, it would be extremely helpful.

    • sapiens-bi member avatar

      sapiens.bi Provider

      a year ago

      Hello Stephen,

      Thank you for contacting us and sorry for the late response, as we thought that you're working through this issue with our team member Kristaps.

      According to our records, he sent you response on January 13th but never got any response back from you. Have you seen his last e-mail?

      Best Regards, Sapiens.BI team

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