I'm relatively new to Salesforce and there is one type of report that I am finding tricky: Tasks. I am wanting to build a custom report for Cases dispaying all tasks associated to that case but so far I am only able to report on tasks assigned to myself. I've checked that all filters are off yet still no luck.
Can anybody help?
Many thanks
답변 2개
you can goto setup, select custom report types, select cases and primary object and activities as secondary. Save changes. then goto reports tab and bulid custom report based on that new report type. Results will depend on your permissions
