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Heeeyyyyyy community.

 

So I am trying to report on "Partner Accounts" . Note - these are not partner portal accounts? I am just using the related list. For some reason, if I pull a report Accounts with Partners, it gives me redundant information.

 

Please see below -

 

Account Name Partner Role Partner Account Name 2Wire, Inc VC Accel Partners 2Wire, Inc VC DCM (Doll Capital Management) 2Wire, Inc VC Invesco 2Wire, Inc VC Oak Investment Partners 2Wire, Inc VC Technology Crossover Ventures       Accel Partners VC 2Wire, Inc DCM (Doll Capital Management) VC 2Wire, Inc Invesco VC 2Wire, Inc Oak Investment Partners VC 2Wire, Inc Technology Crossover Ventures VC 2Wire, Inc

 

How do I show just the Account and not the Partner Account.

 

In this example - 2wire is our client, Accel, DCM, Invesco etc, are the Partner Accounts.

 

LOST

 

thanks.
1 risposta
  1. 22 mag 2013, 12:49
    If you have a different content in the 'type field, this can be used. i.e. I would select 'partner end user as the typre critieria.

     

    I know this is an old question but I came across it when I was looking for some help.
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