1 réponse
First you'll need to have this data available in salesforce. You could use the existing field, industry, or create your own picklist field for categorisaion on the account object.
Once the field is created, you'll need to update your accounts with this information, since you won't able to report/filter on information that isn't there!
It is important that you use a picklist for this task, as it will give you a clean list of categories. A text field will be too vague and you'll have people enter incorrect values e.g. College, Colleges, Universities, Education etc...
Once your accounts are updated, you'll be able to run reports to summarize this data, as well as filter results on views.
Cheers
TC
