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User SFDC With Custom Report Type
Hi All,
There is a requirement for me where i need to pull all the opportunties which may/may not have X object(It is related list to opportunity) record.
For this i created a new report type as opportunity and with or without related records from X object.
Now my problem is i am unable to pull the field values from X object even they are having values , i am able to pull on report but not getting values.
Please suggest
There is a requirement for me where i need to pull all the opportunties which may/may not have X object(It is related list to opportunity) record.
For this i created a new report type as opportunity and with or without related records from X object.
Now my problem is i am unable to pull the field values from X object even they are having values , i am able to pull on report but not getting values.
Please suggest
There is a link to add fields that are related via lookup on extreme left , see if you can get the field you want from there .
let us know if you have any question .
please don't Forget to Mark this as your best answer if it works fine for you
Regards,
Grazitti Team
Web: www.grazitti.com
All Answers
When you create the report type, at the bottom are details of the number of fields for each object:
If you click the edit layout button, you can add more fields via the editor:
There is a link to add fields that are related via lookup on extreme left , see if you can get the field you want from there .
let us know if you have any question .
please don't Forget to Mark this as your best answer if it works fine for you
Regards,
Grazitti Team
Web: www.grazitti.com
Yes... I added those fields from X object to custom report type hen building.
I am also able to drag from left panel to report while building report
Only problem is values are coming as null(empty) for X object fields even holding some data.