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Has anyone been able to come up with a report type that combines hard and soft credits? 

 

I need a report that has all opportunities by contact role/affiliation, including soft credits. I've gotten to a report type that appears to have all of the required fields, but when I run the reports there is nothing in those columns, so it's not pulling the data for some reason. I can get to the data separately (for example just a soft credit report) so it's not that I don't have access to the data I need to see.

2 个回答
  1. 2023年11月1日 20:50

    @Stephanie Ballenger Hey Stephanie! I am running into the same request right now - were you able to find anything? 

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