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29 nov. 2011, 22:07

I would like a report on all of our broker dealerships

Is there a way to get a report that shows all of our dealerships and what clients are attached to them? This is something we are wanting to track somehow.

Thank you

1 réponse

Justin Torrez (WWP)
14 janv. 2020, 22:50
Hi Clint,

You can do this with a Cross-filter. Create a new report with the dealerships object and add a cross filter for dealerships WITH clients.

https://help.salesforce.com/articleView?id=reports_cross_filters_create.htm&type=5

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