FavoriteClay Cooper asked in #Reports & DashboardsNov 9, 2016, 5:24 PMHow to pull cash flow and Required Minimum Distribution (RMD) reports.I am new to Salesforce and would appreciate assistance with pulling these reports. Thank you!2 answersSortSort by DateSort by Most HelpfulSort by DateLoad more comments...Patrick Sullivan (CloudAnswers)Nov 9, 2016, 5:58 PMHi Clay, are you using a custom app? If so, what is its name? It sounds like you have some customizations in your org, so I would recommend talking to the person who introduced that change (downloaded the app/created the customization). Add a commentWrite an answer...BoldItalicUnderlineStrikethroughBulleted ListNumbered ListAdd linkCode blockInsert imageAttach filesLink URLCancelSave0/9000Reply
Patrick Sullivan (CloudAnswers)Nov 9, 2016, 5:58 PMHi Clay, are you using a custom app? If so, what is its name? It sounds like you have some customizations in your org, so I would recommend talking to the person who introduced that change (downloaded the app/created the customization).