Hi Guys,
I am looking for help to create a report which will return selected child entity data for a specific account. I could do this in Access without any issues but I am lost in CRM 2013.
I am looking to create a report in the style of this:
ACCOUNT NAME
OPPORTUNITIES
opportunity 1
opportunity 2
CONTRACTS
contract 1
contract 2
contract 3
CASES
case 1
I would like to be able to specify which fields from the child entities to return and also add some sorting. I have tried using the in-built report wizard, but I cant figure out where to start with this report. I have created many other reports but one showing this many child items I cant work out how to create.
Any help would be much appreciated.
Many thanks