Remove records from one record set that are in another record set or in an Excel file
It's great being able to bulk-add records to a record set, but it would also be helpful to be able to bulk-remove records from a record set based on either another record set, or an Excel file.
Today in larger record sets it can be a pain to remove a medium to large amount of records. Our staff may work with 10,000+ entry record sets, and need to remove records meeting certain criteria that isn't visible in the fields when viewing a record set. This idea would give a user the flexibility to fill a separate record set based on Find results, or create an import file from SimplyReports results, and easily remove from a record set the specific records they need removed.
Jason Tenter
shared this idea
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Elaine Sloan
commented
I've had this problem even in the Client, and having this functionality would save me so much time when trying to gather records for batch editing or when using SQL queries to exclude or include certain criteria.