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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.

4 Antworten
  1. Tom Bassett (Vera Solutions) Forum Ambassador
    1. März 2022, 15:07

    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

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