Hello again - I'm going to spam the discussion board today it seems!!
So unfortunately I did not create the database program we use nor set up how the tables are. We use Saleslogix, if anyone is familiar with that. My boss would like to be able to pull a report for how many appointments we're scheduling in a day. However, once those appointments are completed, they seem to go into a different table.
So I have ACTIVITY for future, and HISTORY for past. Sometimes when scheduling an appointment, they may call the same day and cancel, so I still want that information to show up in my report as "work done for the day."
What I have no idea, is how to combine these two tables by CREATEUSER and display the information from those tables (the Account, the day it was scheduled, the day the appointment is for, and the type of meeting).
What I used to do was pull a query from the program for ACTIVITY, then another for HISTORY, and then combine them in Excel. So I would have a table like this:
Account | Scheduled On | Appt Date | Appt With | Meeting Type | Table (so here it would say Activity or History)
Sorry for the ramble, just trying to figure this out.