I am being asked for a "Customer" report including:
Alternate contacts (email addresses) List
Monthly fee Invoicing/subscription date - A complex query/join to the InvoiceLines table? Pseudocode maybe like: DayofMonth(Max(TxnDate)) where InvoiceLine like "*Monthly*Fee*"
Items Owned - A list of items from a custom table.
Sign up date - Probably the minimum invoice date for the customer. Can I also use conversion date?
Open cases/closed cases
The lists should probably be comma separated lists, so that they can display on one line. Or maybe they can be sub-reports, like in Access?
Any advice is appreciated.
Thanks!