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Reports Templates-Creating bespoke reports

New Member
Posts: 7
Country: United Kingdom

Reports Templates-Creating bespoke reports

Does anyone knowhow to create a pipeline report that has the following fields?

 

Company Contact Notes Custom Fields and Next activity.

 

I seem t be able to get either contact details in a report or company details but not both?

 

Any help guys

 

Clive

Platinum Elite Contributor
Posts: 6,653
Country: USA

Re: Reports Templates-Creating bespoke reports

Not without examining the actual report template.
Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129