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I'm trying to generate a birthday report.  I have entered a new account name and added date of birth of 10/3/1980.  If i run a report just under accounts, I can see my entry, however when i run it under contacts/accounts, it does not pull that specific entry. I tried changing the date field to "Birthday this year", I tried changing the filters to add "Date of Birth" equals "Next Month" under Accounts (not contacts) - but it is for some reason not showing this particular entry.  Any help would be most appreciated!
13 answers
  1. Sep 26, 2016, 7:27 PM
    Thak you Steve - I had to update the contact field with the account name and details, and that worked.  thank you very much for your help.  take care.
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