Has anyone been able to come up with a report type that combines hard and soft credits?
I need a report that has all opportunities by contact role/affiliation, including soft credits. I've gotten to a report type that appears to have all of the required fields, but when I run the reports there is nothing in those columns, so it's not pulling the data for some reason. I can get to the data separately (for example just a soft credit report) so it's not that I don't have access to the data I need to see.
답변 2개
@Stephanie Ballenger Hey Stephanie! I am running into the same request right now - were you able to find anything?
