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PenrodDevPenrodDev 

Opportunity report containing contact fields

We have a contact lookup field in our Opportunity. How do we create an Opportunity report that can pull data from the contact fields associated to our lookup?

Best Answer chosen by Admin (Salesforce Developers) 
imutsavimutsav

You might need to go to setup-> create-> report types-> and create a new Report type with Opportunity as the primary Object. In this report type do add your custom Contact field and its related fields. This should work.

 

Remember when you will create your report use this Report type instead of the standard report type. 

 

https://help.salesforce.com/help/doc/en/reports_defining_report_types.htm

Thanks
Utsav
[Do mark this answer as solution if it works for you and give a kudos.]

All Answers

ReidCReidC

Here's the full skinny on defining custom report types.

https://help.salesforce.com/HTViewHelpDoc?id=reports_defining_report_types.htm&language=en_US

 

 

PenrodDevPenrodDev

Thanks for the reply.

 

When I tried to create the custom report using the Opportunity as the primary object, I could not select Contact as the secondary object which is what I need to grab the data from the Contact as well as the Opportunity containing the contact.

davidjgriffdavidjgriff

Since Contact (in this case) is not a child of Opportunity, you need to add the fields when customizing the layout through the related lookup from Opportunity to Contact.

PenrodDevPenrodDev

So I have to include those contact fields on my opportunity layout and populate them from the lookup field?

imutsavimutsav

You might need to go to setup-> create-> report types-> and create a new Report type with Opportunity as the primary Object. In this report type do add your custom Contact field and its related fields. This should work.

 

Remember when you will create your report use this Report type instead of the standard report type. 

 

https://help.salesforce.com/help/doc/en/reports_defining_report_types.htm

Thanks
Utsav
[Do mark this answer as solution if it works for you and give a kudos.]

This was selected as the best answer
PenrodDevPenrodDev

Thanks Utsav, 

 

From the custom report type, click on edit layout. Then on the right there is a link to 'Add fields related via lookup'.