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Jordan Hunter Parent and Child accounts real values in reporting
I would like to be able to show the Parent accounts true values in reports such as the one above.
Wenco sits in 4th, with child accounts in 5th and a few other places.
I would like to be able to show Wencos true value as the current value + that of all of its child accounts, and not show the child accoutns on thier own. That would show that they are, in fact, our top client.
It seems like a basic piece of functionality but i cant seem to understand it.
Greetings!
You can create the customReportType to display the parent Object's fields in the same report.Please refer the below:
https://www.salesforceben.com/how-to-create-salesforce-custom-report-types-3-popular-examples/
Please mark it as best answer if it helps you to fix the issue.
Thank you!
Regards,
Shirisha Pathuri