For some reason I am unable to use both the Contacts table and Accounts table when I am creating a report in Report Wizard.
I am sure its a user problem. Can someone tell me what I am doing wrong.
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Hi Matt
having the report with those inter-relation between the contacts needs a SQL expertise , the relation needs to be set up ( Left outer Joint or Full outer Join ) separately between the main entity and the Contacts / Accounts ( you could not use the same relation )
at the end your could pitch this query into SSRS / Power BI / any other reporting tools and create your desire outcome to be available to the users
Hey Andrew, Thanks for the reply.
I am simply trying to generate a report for an email campaign.
We have 2 subfolders under "Customers"
1 is listed as Accounts.
The other is listed as Contacts.
I need data from both in order to generate my report correctly but for some reason i cant seem to use both subfolders?
The report I want is
Customer Name, State, Relationship, Contact name(s), email Address (s) and Phone Number(s)
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André Arnaud de Cal...
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