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I would like to report on both activities with Leads AND Accounts in one report. I know there is the standard Task & Events

report type but I need to bring in some custom fields. 

I have a custom report type of

Accounts with Activities and Leads with Activities

but I want that all in ONE report. Is is possible to build such a report type? Basically mimic the standard Tasks & Events report type. 

I tried a joined report but there are no common fields (even though there fields that are the same in both reports). It just doesn't work.  Also I hate joined reports :-) 

 

#Reports & Dashboards

4 réponses
  1. 28 août, 13:53

    Well what I really want, and do not think I can have, is a custom report type of Accounts and Leads with Activities.

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