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Topics#Reports & DashboardsDomanda di Stan Kozlowski
Stan Kozlowski ha fatto una domanda in #Reports & Dashboards
6 lug 2015, 15:15

Customize a report - I want to add another line to a summary organization heading (i.e. I want to organize it so that my contact information only shows up once instead of on each line of each activity)

Customize a report - I want to add another line to a summary organization heading (i.e. I want to organize it so that my contact information only shows up once instead of on each line of each activity)I don't want my contact infomration on each line; I want it to show only once with the contact header.
3 risposte
  1. Geoffrey Flynn (Jarvis)
    6 lug 2015, 15:37
    Hi Stan,

     

    You may be out of luck with this one, but here are a few possible options

     

    1 - If you can use a different report type like Activities with Contacts, you can create a custom Contact field with something like 

    FirstName & " " & LastName & "  --  " & Phone & "  --  " & Email

    and group by that field instead of name

     

    2 - You can use Apex to push something similar to #1 down to Activity records on Save, and then use that field in reports if you can't get away from the Tasks & Events record type.
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