Report on Relate Field Values

Hi John Smith,

Can you clarify how the relate field was created? Was it created as a 'Relate' custom field in the Accounts module or did you create a new relationship between the Accounts and Contacts modules? If you created this as a 'Relate' custom field, you will not be able to retrieve this data via standard reports as 'Relate' fields are only one-way (i.e. you can only see the linked data on the source record and the linked record does not show that reference at all). The standard reports only allow you to traverse to related data when the records are linked by a formal relationship (i.e. one-to-one, one-to-many, many-to-many).

If this is a 'Relate' custom field, you can retrieve this data via Advanced Reports. Using Advanced Reports requires a knowledge of writing SQL and these are the tables you would need to join at a minimum in your query:

• accounts to accounts_cstm
• accounts_cstm to contacts
• contacts to email_addr_bean_rel
• email_addr_bean_rel to email_addresses

Chris

Hi Chris Raffle,

Thanks so much for the reply! Unfortunately, the field in question is a Relate custom field, so there is no relationship between the two modules for it.

Based on your feedback, I'm thinking the best solution for me will be to create that relationship and move the values that are in the current Relate field to that new relationship field.

John

Chris Raffle already gave a great answer to this, but I wanted to pass along this article that gives an overview of relate fields vs relationships: Introduction to Relationships and Relate Fields. Just in case you or someone else reading this thread would like some background info on the topic!

-Brenda

Thanks so much!

Hi John Smith

Can I ask the reason not to use the Contact module with a flag to identify the 'main contact' or other contact types to help segment for your marketing etc.?