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Topics#Reports & DashboardsAngela Wallace の質問
Angela Wallace (Dawn Foods) が「#Reports & Dashboards」で質問
2019年12月18日 14:12

Related Contacts Not Showing

I have build a report that has a crossfilter of accounts with no contacts, however, if the contact is tied to another account as it's main relationship it still shows up in the report that it doesn't have a contact (even if it shows up under the account as a related contact). How do I fix my report? Thanks for the help!
3 件の回答
  1. Guy Keshet (TCS)
    2019年12月19日 21:03
    first, you need to create a new report type, either account with acccount conact role or account with account contact relationship (depends which feature you are using)

     

    Than you would filter on accounts without contacts AND accounts with contact role/contact relationship
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