Sign Up ›

Browse by Topic
ShowAll Questionssorted byDate Posted
+ Start a Discussion
VenkatVenkat 

How to generate a report on the Account I own or where I am a member of the Account team

Hi All,

Urgent!

I want generate a report on the Account I owned or where I am a member fo the Account team.

Please suggest solutions.

Thanks & Regards
Venkata Raja
Best Answer chosen by Venkat
DebasisDebasis
Hi Venkat,

Cretae a new report with report type as Account with Account team.
User-added image

create report as per below criteria 
User-added image

Thanks,
Debasis

All Answers

Prasanth AbrahamPrasanth Abraham
Venkat,
What sort of report are you trying to create? Are you reporting on any related lists - account products, opportunities etc?

There are standard reports available using which you are report on the below - you would also be able to filter based on the account that you have specified or the account that you own.

In case the standard reports do not provide you with the releavant data, you would be able to create report templates to custom define what needs to be reported on. 

Let me know if you need any further help

Thanks
 
DebasisDebasis
Hi Venkat,

Cretae a new report with report type as Account with Account team.
User-added image

create report as per below criteria 
User-added image

Thanks,
Debasis
This was selected as the best answer
VenkatVenkat
Hi Debasis,

Thank You! Its helped for me.

Thanks & Regards
Venkata Raja.