I assume, it has something to do with the referral accounts.
Let’s compare:
In studio you’ve added a relationship 1:n for accounts:account?
Then you’ve got a subpanel in your account, where you can link the referral?
Next, for the report, you’re using the Accounts fields and then you’d open the branch underneath the Accounts to add the Account referrals?
You might be adding conditions:
And then you should end up with your desired data:
I have done everything step by step as you have it there and yet i am still not getting any data i have no idea why
That’s a many to many - which is a bit special, and I assume wrong in your case?
1 account can refer n other accounts.
But one account can only be referred by one other - not by multiple others?
Maybe this video helps:
ok i need to do these screen shots in 3 messages this is what i have and i know something is incorrect but not sure what I have changed the many to many to be one to many
this is the relate field im using
