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Topics#Reports & DashboardsPergunta de Slava Bilan
Slava Bilan (Revenue Grid) perguntou em #Reports & Dashboards
11 de jun. de 2014, 19:21

Is it possible to have a report on Leads with more info on Accounts?

I have a look-up relationships between the 2 but it doesn't let me run the report with more info on accounts.

 

I need it for The Power of One. We reach out to 100-200 accounts and when I run a Lead report I would like to see the exact number of accounts targeted.

 

Thanks!
3 respostas
  1. Slava Bilan (Revenue Grid)
    11 de jun. de 2014, 20:57

    Thanks for your replies, Adam and Steve!

    I did check all the reports and tried to create a custom report but nothing

    helps - it's just not there. I have no idea why. All other look-up fields

    have custom reports.

    The "# of Accounts" field is missing from the Lead report. I've created a

    Formula field with 1 for both Lead and Account but it only allows to add

    this field from Lead info. So when I summarize this field it just

    calculates all leads instead of accounts.

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