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Topics#Data ManagementJessica Perone's Question
Jessica Perone (AgAmerica Lending) asked in #Data Management
May 31, 2018, 6:02 PM

How to report Converted Lead info with custom object related to Opportunity?

We have created a custom object on our Opportunity object to track "Lead Gen Appointments". We are doing this to replace usings Tasks due to auto archive issues on the Task and later reporting issues because of that. 

 

Our sales team needs to be able to create report with Converted Lead information, Opportunity information AND the information on this new custom object. As stated, this object was created as a child object in a master detail relationship on the Opportunity record. 

 

I have tried creating a custom report type to pull in related look up fields, but do not find a way to connect this object. This is a requirement from my sales department. Does anyone have a way to accomplish this?

 

Thank you!
6 answers
  1. Jessica Perone (AgAmerica Lending)
    Jun 1, 2018, 4:06 PM
    Hi Mayur,

     

    I enabled reporting when I built the object and fully able to report on it along with related Opportunity information. However, the requirement is that I get the "Converted Lead Information" into the same report. We have a couple other custom objects in our org that have reports for "Leads with converted lead information and realted installation". In that example, the "Installation" object is also related to the Opportunity. I am needing to figure out how I can get the converted Lead information report for my new "Lead Gen Appointment" object.

     

    Thanks
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