I would like to create a report SRS Report that pulls Quote and Quote Product Info. when I am on particular Account; or if I have selected multiple Accounts in any view the only run the report for those accounts. Here is a approx. grouping format I am looking for:
Account 1
Quote 11
Quote Product 111
Quote Product 112
Quote 12
Quote Product 121
Quote Product 122
And so on...
Here is the Query I wrote with CRMAF_:
SELECT CRMAF_FilteredAccount.name, CRMAF_FilteredQuote.quotenumber, CRMAF_FilteredQuoteDetail.productidname, CRMAF_FilteredQuoteDetail.quotedetailid
FROM FilteredQuoteDetail AS CRMAF_FilteredQuoteDetail LEFT OUTER JOIN
FilteredQuote AS CRMAF_FilteredQuote ON CRMAF_FilteredQuoteDetail.quoteid = CRMAF_FilteredQuote.quoteid LEFT OUTER JOIN
FilteredAccount AS CRMAF_FilteredAccount ON CRMAF_FilteredQuote.customerid = CRMAF_FilteredAccount.accountid
It looks good in the preview in VStudio but when I import it into CRM it gets all messed up.
And default filter is set to "Modified in last 30 days" which I don't know where it comes from. I don't have any such filter in my dataset.
Any insight into what I am doing wrong?
Thanks to community!
