Reports: Account Name in Contracts Module

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?

Parents

0 Vincent Amari 10 months ago

Hi Brittany Ryan

When you click on the related 'Accounts' module just below 'Contracts', you can then select the 'Name' field

Contracts > Accounts > Name

.

.

CRM Business Consultant

Reply

0 Vincent Amari 10 months ago

Hi Brittany Ryan

When you click on the related 'Accounts' module just below 'Contracts', you can then select the 'Name' field

Contracts > Accounts > Name

.

.

CRM Business Consultant

Children

0 Brittany Ryan 10 months ago in reply to Vincent Amari

Hi Vincent,

Thank you for the response. I need the related record to be "account name" so like Contracts > Account Name > Account.

When I do it that way, the information I need does not come up.