My client is a non-profit that delivers services for refugees. Sometimes they create a Cohort where it makes sense. They want a report that lists all the participants in a Cohort with some fields from the Contact record which is not accessible. I have tried to figure out a custom Rcord Type but have not yet figured out how to make it work.
My workaround was to use the Program Engagement object and create formula fields on to the Program Engagement record to pull over the fields from the Contact record. Not pretty but it works.
Does anyone have a better suggestion? This one is pretty clunky if you ask me....#
Hi Jane,
If you start with a Report Type of "Program Engagements with Client" that will allow you to filter by Cohort and add all the Contact fields you'd like.
Brad
