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Report on multiple customer entities

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Posted on by Miss Lisa M Bee

5

We have several customer entities that have related activities such as phone calls, tasks etc.

I have a requirement to be able to run a report showing the ‘description’ for these activities per contact.

I can achieve this per entity using report wizard or using a word template, although I can do this across multiple entities.

For example a customer might have an complaint, repairs and arrears case and each have their own activities, I want to see all ‘notes’ in each activities for that one customer in 1 report.

Any thoughts on how I achieve this?

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RE: Report on multiple customer entities

Hi Miss Lisa M Bee,

You could create a SSRS report to achieve this.

My sample is to get all notes that related to a contact and opportunities related to this contact.

Below is my fetchxml:

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