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AbanteAbante 

How to report team accounts?

Hello everyone,

 

 

In our role hierarchy organization we have three different teams. Now I want to have three reports to see accounts of each one of those teams.

 

People change from one team to another very frequently so filter using owner alias is not an option...

 

 

Thanks in advance

jhansisridhar_2011jhansisridhar_2011

Hi Abante,

 

I think u can try  filter by "Account owner contain/equals XYZ" to fetch accounts report.

 

 

Please mark as soultion if it helps U.
sanjdevsanjdev

Filter by TeammemberRole contains Sales Rep/Manager ...