Help making a report to associate a custom object look up from the lead screen with account contact information?

Question

For all of our leads we have a custom look up which references accounts and one that references contacts to determine the lead source. I would like to pull a report of the accounts and contacts referenced in the lead screen, WITH the contact and account information. I have a report that easily pulls all the leads and associated accounts and contacts, but I cannot then generate the account and contacts addres, phone, email to easily create a contac tlist. Any advice on creating a report that will associate the information.

Dhananjaya Deevi · Answer

Hi Deanna,

The simple answer is that you would have to run a report for each object independantly and then export and mash them up in Excel or whatever your tool of choice is.

Regards,

Dhananjey.

Help making a report to associate a custom object look up from the lead screen with account contact information?

Reports & Dashboards

相关学习

更多帮助