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Single Report combining Accounts and Contacts entity

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  • Single Report combining Accounts and Contacts entity

    Does anyone know how to create a report that will show fields from both the accounts entity and contacts entity combined into one report?

    So Company Name, Industry Sector, Telephone Number from Accounts. Then Contact name and email address from contacts.

    Thanks

    Mac.

  • #2
    Well, the mistake I made here was looking at creating the report from Accounts. If you use Contacts instead, and you have a relationship between the Accounts and the Contacts entities you can generate a report using the fields of both entities.

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