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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.

[quote user="MikeB"]Hmm...I'm close...[/quote] There's an action to refresh the charts, try adding a refresh chart action for the last chart onLoad and see if that doesn't help. ~C

 OK, the manager has a sales rep ID which I added to the dropdown list (from the SalesRepFilter table). I also made the dropdown default to the manager sales rep ID. After unhiding everything, the sales rep list field now shows 5 reps (4 + manager), the dropdown shows the manager sales rep ID and the Assigned To field now shows the ...

[quote user="MikeB"]I can try to add the manager's sales repID to the 1-row dropdown reference table and see what happens.[/quote] I just thought of once place you could adjust that might prevent the error message.  Under Customize > Users click edit on the manager's login look for the Link to Employee/Vendor/OtherName ...

 OK, thanks - a little more... Report 4 really only has 2 fields that associated actions use for defining/filtering: "AssignedTo" and "Date" functions (the past 4 weeks). The "AssignedTo" field is populated using the "User - UserName" value from the screen. When I unhide all the fields and log in as ...

[quote user="rhelmer"] How would I exactly go about customizing the screen to  have multiple ship to's per mentioned above? I just need a rough idea and I am sure I would get there. I have some customers with several hundred ship to's so doing through method would be best for my sales staff. To be perfectly honest it ...