Formula Editor Help

[Jhibo]

The report I am trying to create is a sales pipeline report grabbing certain prospects. The prospects from our CRM GoldMine 5.5 a SQL backend in which they marked in contact2->Upipeline “A” or “B”.

I have created two Parameters. The first one selects data from the field contact2->Upipeline and the other parameter is for Conthist->ondate.

I tried running the report selecting Upipeline “A” and a date range of 11/1/01 – 12/12/01 with the below formula:
{CONTACT2.UPIPELINE} = {?Pipeline} and
{CONTHIST.ONDATE} = {?History Date Range}

Here is the problem if the prospect is marked A but does not have history within that range it does not show on the report. If I replace “and” with “or” in the formula I get ALL the history for prospects that have A in Upipeline.
However what I am looking for, as an example, if A is selected in the parameter, all prospects marked as A even if there are NO history records within the range that I select show in the report.

I have attempted the if, then, else formula with no luck, however I am probably writing it wrong. Please help! I am in desperate need here! Thank you!!!

 

[dgillz]

have you tried:

{CONTACT2.UPIPELINE} = {?Pipeline} and
{CONTHIST.ONDATE} in {?History Date Range}

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[Jhibo]

dgillz:

Firstly, thank you for your suggestion, but sadly it did not work.

It only returns prospects that are within a specified history date range even if the contact2->upipeline is marked with A.

The VP of sales still wants to see the prospects in this report that are marked A even if they don’t have history within that range.