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We are using the Professional edition.  I have a "Top Account" checkbox field in Accounts, so if the account qualifies this field is checked.  

 

I also have a separate object called "Weekly Activity Report".  This is used to enter notes for each of the "Top Accounts" to record activity for that week.  The user inputs the current weekending date, and notes.

 

I want to be able to create a report to list all Top Accounts.  And then I want the report to list all Weekly Activity Notes for the past week whether there are notes or not.  This way we can tell whether our users are or are not entering notes for these types of accounts.

 

How can I accomplish?

 

 
4 个回答
  1. 2016年11月21日 08:31
    You will need to go to SETUP > CREATE (Under Build Section) > REPORT TYPES
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