I am using the Service Explore, attempting to create a report that will list all client names, and the service code name(s) that are active in their profile. I also want to be able to show if a client on the list has NO services, returning a null value. This report will help us with our rollout to ensure that every client has active services so they are ready to start scheduling services. DAVID - you built me a report but it was missing client name, client group, and I didn't see that it showed ALL services, only 1. If someone has 4 services, we need to see the names of all 4 of them. I also couldn't figure out how to merge to obtain that data in the report. The report only had an ID# vs a name.
Mock up of what I am hoping to achieve is below.
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