Authentication field problem

[Aleksandra]

Hello,

I hope someone can help me with this one. I have a Company table which I've connected with Transactions table and Company Reps table. I want to create a report with the following criteria: Company (from Transactions table) = Company (from Company Reps table). I selected an option filter data based on your pre-defined criteria, selected Company as filter and then went to advanced tab and selected Company = Company (from Users table). I don't see any records matching the criteria, and there should be a few records. Any idea what might went wrong?

Thank you all in advance.

[Aleksandra]

Anyone who's experienced something similar or knows what could cause the problem? I forgot to mention that I matched those fields above with ID field from Company table.

[ParkLoey]

Hi @Aleksandra!  What does these tables look like (table design)? What table are you trying to create a report with and what records are you expecting to see? From you description, looks like you are already in the process of setting up the report form using pre-defined criteria and parameters. I'll gladly help if you could provide this information.  

[Aether]

Hi @Aleksandra, Perhaps you can use "View to filter your desired criteria or even connect it to a different tables if needed and then use that View as Data Source of your report DataPage. Refer here:

https://howto.caspio.com/tables-and-views/what-are-views/creating-a-view-to-filter-data/

https://howto.caspio.com/tables-and-views/what-are-views/creating-a-view-to-join-tables/

[Aleksandra]

Hi @Aetherand @ParkLoey,

 

I didn't pay attention to the notifications as I wasn't on forum for a while. I've already solved it using Views, but thanks for leaving those sources, they might be useful to someone who's facing the similar issues.