Skip to main content
The report must have the standard object as well as custom.  For example we have the Account/Contact/Opportunityobject which we can do with custom reporting.  I also would like to pull Products/Services and Competition and Competitor object fields.
5 respuestas
  1. 6 ago 2014, 11:32
    All the objects in a report must be related.  In your example, it sounds like an "Opportunity Product" report is the way to go.  Each Opp has an Account, and you might have a Lookup(Contact) field.  The Products and Services information should be available on the Opportunity Product record.

     

    That leaves the Competition fields, which are likely on either your Account or Opportunity record -- which means they can be shown on that same report.
0/9000