I have 100 Contacts.
All of them are in a common Campaign (Related List=Campaign History).
All of them have Wealth Engine data (Related List=Results).
How do I create the report that contains these Contacts/Campaign Members along with their Wealth Engine/Results data? I've messed around in custom reports and don't see the solution. Might this involve crossfilters or joined reports? Looks to me like a custom Contact report based on two different Related Lists but I've never had to build one like this.
We do have some prebuilt #Wealthengine reports, but this does not appear to be one of them. Would appreciate your guidance!
If you just need to see the WE data for contacts that are part of a certain campaign, you could accomplish like this:
Set up a "Contacts with Results" record type - sounds like you already did this. Make sure that the "A records have at least one related B record" option is selected.
Then create your report and add a cross filter (
https://www.youtube.com/watch?v=P3jylFrXhow):
Contacts with Campaign History
- Campaign Name equals [insert campaign name here]
You will see a row for every "Results" record that is associated with a contact record that is part of the campaign you specified in the cross filter.
