Enter Advanced Report Creator
Create a new report
Go to Add Field, Add Database Field
From the Databases dropdown, select Accounts
From the table list, select Matters
From the field names list, select cMatter then click on the tick
Stay in the field selector and change the databases dropdown to Proclaim Fixed
From the table list, select case_record
From the field names list, select case_no then click on the tick and close the field selector
Go to Add Field, Add Calculated Field
Under Fields used in this report, click on the calculated field then Edit field
From the report fields list, double click case_record.Case Number, then Ok
To the top right, there is a list titled Tables and joins in this report, select Case Record
Click on View\Amend table links (the small grid icon to the right of the Tables and joins list)
To the bottom of this window, click on Records do not need to be retrieved from this table (outer join) then Ok
From the Show selection tests for dropdown, select Calculated Fields
Click Add selection test
Select the calculated field you created earlier from the left dropdown, change the middle dropdown to =, click the fixed value radio button and leave the value box blank, then click save
Add fields to the layout and the report is ready to run now.
This is just the basic criteria to return these files, you can add more fields from the Accounts tables but nothing from the Proclaim tables as the case should not exist.
