Hi, I have created some Internal users and external users in my org now I need to create a report for
1. Which agent(users) is leading with maximum investment for current year? .
Here Investment is the custom object I have created.
2. How many households were created by agents respectively with investors as well as beneficiary filled in.
could any one please let me know how to create reports for this two scenarios.
Hi Sundi,
You should be able to create a report on Investments, and you can group by Agent/Owner, and then use the MAX function to aggregate the amounts.
As far as how many households were created by agents, you could group your report on Created By, and the Row Counts for each grouping will give you this information. Can you elaborate on the Investors and Beneficiary piece? Are you try to break it up it a way similar to the following?
- By Agent, how many households were created with:
- both investor and beneficiary filled in
- Either investor or beneficiary filled in
- Neither investor nor beneficiary filled in
Thanks,
Mikey
- By Agent, how many households were created with:
