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 OK, how about this, then: Selecting a sales rep triggers 3 actions: Retrieve SalesRepName from the Sales Rep table where the "Initial" field is equal to the sales rep value from the screen. Retrieve the UserName field from the Users table where the "Entity" field is from an action result (resultEntityName). I am ...

 I've tested that already and I still get an error. None of the reps have a problem - including the manager - after I press OK and clear the error. I just  select a sales rep and the numbers/activities are shown correctly for all reports. It's only on the initial load where the gereration of report4 fails...

[quote user="thesolarguys"]I did all of the steps above but when I create a grid the field displays empty.[/quote] You've linked the tables but I'm not sure how you wanted to use this link because the data in these tables wouldn't normally relate to each other.  For example, you can add a link to the Contact field ...

Chad, thank you for taking the time to answer each of the points I listed.  First let me clarify since I did not do this and now see that I should have, I would grade Method overall as an "A".  It is a great solution and I hope my intent came across which was really to get feedback to see if anyone has ...

I did all of the steps above but when I create a grid the field displays empty.

So I have been waiting to get a screen shot, and haven't gotten one. I haven't forgotten you :)  I just haven't had anyone tell me it has happened recently.

First you'll need to create a link to the Activity table from Invoices so open up the Customize > Tables/Fields screen and click on the Invoices table. You'll want to Add a New Field and give it any name (this field just creates the link). Select the Field Type as a Dropdown and click Add Field. You'll want to ...

[quote user="MikeB"]The initial load for the 4th doesn't initially work, but then works when I select a rep ID.[/quote] The only workaround I can think of is to use an Enter Value Into Field On Screen action (if the user is the manager) to change the drop down to a sales rep that doesn't have this problem.  Then call ...

 There's a hidden refresh button that is activated on screen load. The first 3 reports refresh fine. The initial load for the 4th doesn't initially work, but then works when I select a rep ID.

I have a field in the "Activity" table that I want to link to the "Invoice" table. How would I go about doing that? It doesn't work when I just link them to one another.