Reports
Reports
I am trying to create a report that has the following structure:
Owner(1)
Account (1)
Potential (1)
Activity / Description / Due Date (1.1)
Potential (2)
Activity/Description/Due Date (2.1)
Activity/Description/Due Date (2.2)
Account (2) etc
Owner(2)
I have tried this by starting with the activities and adding the account and potentials as "sub tables" - I then group by:
Account Owner then Account then Potential Name
I select Activity description as the column to display - however, I don't get what I expect - I get no potential name and the activity description looks inaccurate
Can you help please
Regards
David
David Bosomworth