Hi everyone,
This must be more simple that it's turning out to be... I am trying to create a report that shows accounts with open opportunists (via filtering, which works fine), the actual opportunities that are open, and any activities that are related to that account.
The most successful attempt to accomplish this so far was to select "Accounts" as the primary entity, and "Activities" as the related. I am able to filter accounts with open opportunities by choosing "Opportunity" as the related
entity, but I am unable to find a way to add a column that would display those opportunities on the actual form. That's what doesn't make sense to me.. I can use the relationship between Accounts and Opportunities when I filter data, but not when I am selecting
columns.
Is this a relationship problem? If so, is it configurable? Are there any other ways to accomplish this?
Any help at all would be greatly appreciated.
Thank you,
Victor