function readOnly(count){ }
Sign Up ›
Starting November 20, the site will be set to read-only. On December 4, 2023,
forum discussions will move to the Trailblazer Community.
Learn More

Browse by Topic
ShowAll Questionssorted byDate Posted
+ Start a Discussion
Gaurav GulanjkarGaurav Gulanjkar 

Report using standard object

I am creating a report using 3 standard objects leads,contacts,accounts.When the leads are converted,it creates accounts for the user(automated process).I am not able to create the report type for using these standard object.And,I want information about the account created,contacts created from that leads\ in my report.

 

regards,

Gaurav Gulanjkar 

STest123STest123

You Should Use " Leads with converted lead informatiion "  Report Types.. under Lead Folder.

 

If It's Correct then Tick on Right
Navatar_DbSupNavatar_DbSup

Hi,

 

Create a report on Lead with Converted Information .follow the below steps:

  1. Go to Reports.
  2. Select “Lead with Converted Information”  in leads. Select “Converted Date” in “Date field” and “Custom Date “in “Range”.
  3. Scroll down and Drag “Contact:Account” and “Contact Name” and then Run Report.

 

Did this answer your question? If not, let me know what didn't work, or if so, please mark it solved.