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Joelle Patten
how to create a VF page or other solution to get service contract history reporting
Service contract history reporting is not available and idea has not been promoted to a fix yet.
In the interim, I was told to create a VF page that could possibly provide access to or ability to report on service contract history.
In the interim, I was told to create a VF page that could possibly provide access to or ability to report on service contract history.
Try creating a CRT and select Service Contract as the primary object, then use the ' Add fields related via lookup ' option in the CRT Layout Editor to pull in fields from the related Account.
Report Types Tips and Considerations
Before you begin creating custom report types for your organization, review these tips and limitations.
Defining Report Types
Consider the following when defining report types:
Person account fields
The Age field on cases and opportunities
- Reports run from custom report types that include cases do not display the Units drop-down list, which allows users to view the time values of certain case fields by hours, minutes, or days.
Choosing Object Relationships- Renamed fields from standard objects, as well as renamed standard objects, do not display as such on the field layout of the custom report type. However, renamed fields from standard objects and renamed standard objects do display their new names on the report and the preview page, which you can access by clicking Preview Layout.
- Arrange fields on sections as they should appear to users.
- Preview how the fields display to users in reports run from the custom report type by clicking Preview Layout on the Fields Exposed for Reporting section.
- Preselect commonly used fields via a custom report type by clicking Edit Properties on the field layout, and then selecting the Checked by Default checkbox next to the field. Fields selected by default automatically display the checkbox icon () on the field layout of the custom report type.
- Reduce the amount of time it takes a user to find fields to report on by grouping similar fields together on custom report types' field layouts. Furthermore, you can create new page sections in which to group fields that are related to one another. Additionally, you can group fields to match specific detail pages and record types.
Adding Lookup FieldsKindly mark it as solved if it helps you,
Best Regards,
Rakesh.T