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