Idea

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  • #4202917

    New Custom Report Type- Unable to make A to B relationship with Report Type

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    by Hohn Hill ·

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    I am attempting to make a unused custom report sort, matching report sorts ‘Opportunities’ with ‘Sales Rep Goals’. When I attempt to do this whereas making the unused custom report sort in spite of the fact that, Openings do not appear up as a question to match with Deals Rep Objectives, and bad habit versa.

    Is there a way I could create a report that combines both report types? I believe it would be easier to do that than just create a joined report because I am trying to run summary formulas, and I’ve been having issues with making summary formulas on joined report types as well.

    • This topic was modified 4 months, 1 week ago by Hohn Hill.

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