When referencing the Account from a Contact in reports it picks the wrong one.

[MatLudlam]

Hi, I have a report which works against Contacts.

This report has a filter that references the Account.Type

On a specific Contact there are two parent Accounts, one Active and one Inactive. When I use the Account.Type filter, it looks at the Inactive Account rather than the Active account.

I appreciate that if there are multiple Accounts then the filter could be ambiguous, but it should ignore Inactive accounts.

Here are some screen snips.

First the Contact ref:


There are only 2 linked Accounts, "EY ZW" (Inactive) and "Cassava Smartech" (Active).

On each account there is a "Status" that relates to the Account.

This is filtered in the report here:


In my example Cassava is a Customer and "EY ZW" isn't.

When I run the report I am expecting the Contact to be picked because the Active Account is a Customer. It is not being selected.

Thanks

[yuri]

Unfortunately, the report functionality doesn't know about account being inactive or active. I suggest that you set the active account as a primary for the contact. You have inactive account set as primary.

[MatLudlam]

Ah, so the link is to the Primary account; that makes sense.

I see that primary is indicated in a different way to what you do elsewhere in the system (say primary phone number or primary email), could I suggest that you standardise this so that others don't make the same mistake. It has taken me a long time to track down why there are the wrong number of items on the report.

[yuri]

That's because there was no enough space to fit the button there.