Hi! Hoping someone can help. This is a strange one to me.
First step, I created a formula/lookup field on the Account object (to be able to pull data onto the Account from a Standard object related to the Account). Then I created a second formula field on the Account to pull data from that Standard object. After creating the formula field it seems the same % value is being captured for all accounts in my report. When I did a spot check - they should not all be the same. I can't wrap my head around why its only capturing the one percentage across all accounts. Any help would be greatly appreciated!
Here is the screen shot of the report - and from the actually account record- it should reflect 80% on my report.
The Standard Object I am pulling the data from...
The new formula field I created...all say 60%
Try this
Create a new Custom Report Type:
https://help.salesforce.com/s/articleView?id=xcloud.reports_enhanced_defining_report_types.htm&type=5Select Account as the Primary Object and then WITH Related Contracts
Also include all of the Contract fields through the custom Lookup( Terms_and_Condistions__r ) field that you created on the Account object.
Then create a report that shows ALL of the Contracts that are connected to that Account record in your earlier screenshot