Report Accounts+Task+Opportunities

💬 General Discussion
1

Hi,

Anyone know if it’s possivel to build a report with fields from this 3 modules.

Accounts (name) + Tasks + Opportunities (name)

Thanks.

2

Hi there

Quickly built the attached

Based on Accounts you can do this

Hope this helps

Thanks

3

Wrong screenshot - this is what I built

4

:slight_smile: :slight_smile: :slight_smile:

Third time lucky!?

5

Thank you for your help. But I guess I’m not explaining well. I need to create a report that shows all tasks associated with opportunities, the name of the opportunities and account name of the member’s account.

6

Okay I think I have done it now

I tested and created 2 tasks for 1 opportunity

the opportunity is related to 1 account

all comes through on the report

:slight_smile:

7

based on tasks module

8

Thanks. i’m already got it based on opportunities module.

But i will test based in tasks module too.

9

Hi Could you please advise your solution to this ?
Im in the same boat :)_