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
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
