Hi all,
I'd like to create some list-reports with the Advanced Pack.
We have "Contacts" (standard entity) and also "Vehicles" (self created entity)
each contact can have several tasks
each vehicle can have several tasks
When I create a report, under the Filters, I can select Filters from Contacts - so the relationship seems to be there (not yet to Vehicles, don't know why...).
But, when I'd like to select, what should be on the report under the Columns, I can only select "refers to", and fields from "created.by", "company", "changed.by", and "assigned.user" and the fields in the tasks itself...
But I cannot select fields from Contacts and Vehicles..., why?
I need a report, which is showing me the tasks with it's fields, but also, the assigned user - and not only the "refers to" with the link, I need a custom field, the "customer number" and the "vehicle number"...
how can I do that? what for additional relationships do I need to setup, that "Contacts" and "Vehicles" also shows up in the Columns?
I'd like to create some list-reports with the Advanced Pack.
We have "Contacts" (standard entity) and also "Vehicles" (self created entity)
each contact can have several tasks
each vehicle can have several tasks
When I create a report, under the Filters, I can select Filters from Contacts - so the relationship seems to be there (not yet to Vehicles, don't know why...).
But, when I'd like to select, what should be on the report under the Columns, I can only select "refers to", and fields from "created.by", "company", "changed.by", and "assigned.user" and the fields in the tasks itself...
But I cannot select fields from Contacts and Vehicles..., why?
I need a report, which is showing me the tasks with it's fields, but also, the assigned user - and not only the "refers to" with the link, I need a custom field, the "customer number" and the "vehicle number"...
how can I do that? what for additional relationships do I need to setup, that "Contacts" and "Vehicles" also shows up in the Columns?
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