Hello, I need to create a report for end users where they can see their Accounts with related Campaigns and Contacts. I was able to create a custom report type with Account as the primary object and Contacts with Campaign History (Campaign object isn't available). But in the report I don't see Member Status which I need for my filter. Do you know how to solve this? Using the standard report type Campaigns with Contacts, I'm not able to use filter Show Me: My Accounts.
Tom Bassett (Vera Solutions) Forum Ambassador
Hello,
I would actually suggest a different approach to this.
As always there is more than one solution to achieve what you need.
I would build a formula field on Contact Level that evaulates if the current user is the Account Owner eg. a Checkbox formula that uses this syntax.
Account.Owner.Id = $User.Id
Then build a report using the Campaigns with Contacts type and filter so your Current User field = TRUE.
Thanks, Tom