If we're using Person Accounts & have related Accounts for their Employer and also Member Plans as a related object to the Person Account, is it possible to create a Report Type to show the Group Name among typical Member Plan & Person Account info?
1 answer
Hi @Jay Zapata
Yes, it’s possible if the relationships are set up correctly. Create a custom report type with Person Accounts as the primary object, add Member Plans as a related object, and include Employer (Group) Account fields through a direct lookup or master-detail relationship.
If the Employer isn’t directly related to the Person Account, those fields won’t be available in the report type using a formula field or a different base report type would be required.
