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rahulrocks
Report for Accounts,contacts,opportunities and activities?
hi all,
i want to generate a report Report for Accounts,contacts,opportunities and activities.
Since i couldnt find any standard provision 4 dis. i made a new report type relating all dese 4.
But now the problem is dat d records are not comming in the report as required.
The reasion i assume is that oppotunity is not getting related to contact explicitly.
The Report works correctly when i convert a lead, since a account,opportunity and contact is also generated.
Could anybody help me out on this?
Thanx in advance
Hi
Yes you need to relate both Contact and Opportunity you can specify a lookup between these objects.
hi ,
I think i have got really stuck up intio this.
My report type id:
Contact-->account-->oppounity-->activities
(with each record having atleast one related record ).
Now althogh i am creating a new account with one contact and one opportunity and one activity logged for that opportunity.
The record wont show up in the report.
And the record show up when i do the same thinng by converting a LEAD!!!!!!!!!!!!!!!!!!!
Please any help will be appreciated...