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[Hohn Hill]

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

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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 1 year, 1 month ago by Hohn Hill.

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Re: report

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

What program are you talking about?

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

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

Try a B to C relationship instead.

I do agree with my fellow mod that you aren’t offering enough information to offer any constructive help.

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