Accessing Contact fields in List Report using Account as Entity Type

[sleddie61]

I guess I'm rusty on the technical front. Have created a list report that filters based on a customer type (custom field). There is a default many-to-many relationship defined between Account and Contact, however, I don't know how to include fields from Contacts, i.e. Contact-->Name, Contact--Email, etc.

Would appreciate a step-by-step to make this happen.

Loving the app and have an older version of the Advance pack. Will likely upgrade in a few months.

Thanks all...

[lazovic]

Hi sleddie61,

In this case, it is best to use a Grid Report with the Contact entity type, grouped by Accounts. An example of what it looks like:





Report settings:



You can find out more about Grid reports here: https://docs.espocrm.com/user-guide/.../#grid-reports.

[sleddie61]

Thank you for your help. I think this will do the trick!!