Running reports based on relationships/ Classifications
I am attempting to run a report for all the the records classified as accountants and all of there clients listed under relationship
In report assistant it will only let me see people listed under classification and no who they have relationships with
Under record relationship- it gives me very few options under column chooser.
Up until now i have been running both reports and putting them together on excel
would there be a way to run a report with all the records under one classification and then the column over be all the records with a relationship to that record??
In report assistant it will only let me see people listed under classification and no who they have relationships with
Under record relationship- it gives me very few options under column chooser.
Up until now i have been running both reports and putting them together on excel
would there be a way to run a report with all the records under one classification and then the column over be all the records with a relationship to that record??
Topic Participants
Megan
Sheila Epps
CRM Product Management