I chose report type: Accounts with Matches and chose cross filter Accounts with Potential Matches; however, I am unable to pull the "1st profile exchange" Field from Potential matches INTO my report. I can only FILTER by it. Since Potential Matches is TWO relationships away from Accounts, I am unable to select "Accounts with Potential Matches" as a report type. Any ideas??
1 réponse
Have you tried to create a Custom Report Type (CRT) with Matches>>Potential Matches? This would drop those fields into your new report type. Of course, It depends on the relationship structure but this may met your needs. Give it a shot.
https://help.salesforce.com/HTViewHelpDoc?id=reports_defining_report_types.htm