Hello! I am trying to build a report and I need the account name field from my contracts module. I see in other reports (not built by me) that getting the account name was possible by doing Contracts -> Account Name -> Name. However, in the related modules "account name" does not exist.
This is what I'm trying to replicate:
This is what my related modules looks like:
Any ideas?
Hi Brittany,
Vincent's response is how we would normally get that info on the reports. What's the result on the report when doing it this way?
Using "Contracts > Related module (Accounts) > Name (re-named to Account Name)" as a report column, here's what i got >. a clickable link to the account record.
Kindly also consider the 'Optional Related Modules' option in reports
