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So I am trying to replicate a related list in the Accounts object within a report. Any clues?

I have noticed that the Advanced Search field only looks at specific fields within objects. Is there a way to change this so I can add additional fields.

 

For instance, Advanced Search only looks into Opportunity Name and Description. I would also like to enable the option to search for specific Opportunity Owners instead of having to generate a report each time.

 

Any advice or solutions?

So I am trying to replicate a related list in the Accounts object within a report. Any clues?

I have noticed that the Advanced Search field only looks at specific fields within objects. Is there a way to change this so I can add additional fields.

 

For instance, Advanced Search only looks into Opportunity Name and Description. I would also like to enable the option to search for specific Opportunity Owners instead of having to generate a report each time.

 

Any advice or solutions?

Why can I not put the standard Task/Event "Type" field on a custom report type that includes activities?  It seems like a no brainer that the Type field should be on there for filtering purposes.  I would use the standard report types for activities but I want to filter by contact id and that field is not available to me in the standard reports just the contact name.  When I say the standard reports I mean that ones that are called "Activities with Custom Object".  So my tasks are "Related To" the custom object and the "Who" is the contact id.  I can get all of the information I need with a custom report type except for the "Type" field it will not allow me to put that field on the report layout.  Any ideas? 
  • November 17, 2008
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