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adamc
Create report showing All Accounts with contacts and assets
I would like to create a report of contacts, that also shows account name and asset name. I would then like to filter on asset name so.
Our assets are all associated at the Account level and not at the Contact level. So the Accounts & Assets report typoe returns thousands of records, but the Contacts & Assets report type returns nothing.
In the end I want to be able to say "show me all contacts with account name who have X asset".
Although I would think that this should be easy to accomplish, I cannot seem to figure out how to create this report.
Any help would be greatly appreciated. Thanks in advance!
Adam
I'm trying to do something similar, but have not been able to accomplish this with a Salesforce custom report type...
Our assets are also associated at the Account Level - so I need to see all contacts with Accounts that have asset "a" but do not have asset "b"...
Any ideas? Your suggestions are greatly appreciated.