Hello!
Currently building a report to sort Employees by their Team Lead employee and have their associated accounts and channel type in the same row. However, when I go to run the report everything is sorted correctly but the accounts and channels that are related to the employees are showing up next to the team lead's name.
For further detail, the employee object is the primary object. The team lead is a lookup field on the employees record. A custom object related to the employee object holds the info for which accounts their associated with, along with the channel theyre in charge of for the channel. Any help is appreciated!
4 respostas
Which Report Type are you using and how are these records connected to each other?