Apex Code Development You need to sign in to do that
Don't have an account?
Brandon (Penrod) Organization-Contact Report Chart
Problem: We need to create a report chart on the contact layout, like you can create an Opportunity report chart on the account layout. Currently it says the report type (we used Opportunities, it has a custom contact lookup) does not have a Contact ID to match our layout.
I tried to make a custom report type using Opportunity as the primary, but contact was not available as an option for the secondary object. Then I tried to create a report type with Contact as the primary and Opportunity as the secondary but that did not yield the correct type needed for our reports, we need it based on Opportunities.
Any help would be greatly appreciated,
Thank you
I tried to make a custom report type using Opportunity as the primary, but contact was not available as an option for the secondary object. Then I tried to create a report type with Contact as the primary and Opportunity as the secondary but that did not yield the correct type needed for our reports, we need it based on Opportunities.
Any help would be greatly appreciated,
Thank you
1.) Create a custom report type with contact as primary and opportunity as secondary.
2.) Create a report with this report type and add the Contact ID field to the report.
3.) Add a chart to the report.
3.) This report should now be available to add to a contact layout and filters on that Contact ID.
Thanks,
Shashank