This is to help demonstrate how to build a custom report for all Accounts and associated Cases on the customers application.
Please follow the steps below:
- Go to the Reports tab and select New Report.
- You should then be presented with the Create Report option.
- In the search box type in Accounts.
- Now click the Start Report button.
- After that is done, click on the All Accounts and All Time buttons.
- Once that is done now click on the Report drop down and select Joined Report, then Apply.
- You will also need to select Add Block
- In the Create Report windows that pops up, type Cases into the search box.
- Select Cases and then on the right hand side then click Add Block.
- Once that's done on the next screen please click Filters.
- You should see the Cases below the Accounts option on the left hand pane.
- Under Cases you will then type in Subject into the Add Filter search box
- This will produce a pop up window where you will adjust to the following.
- Field = Subject
- Operator = Starts With
- User relative value = Customer : (which is Customer [space] :)
- Now click Apply.
- This will produce the results of the attributes you've added.
- Which will display all Accounts and their associated Cases.
- Before saving and running the report, please consider any additional fields you would like to see displayed as part of this?
- To do this click Outline and then use the Add Column boxes for both Accounts and Cases to search for any additional fields you want added.
- Or alternatively you can click on the cross 'x' and remove any you don’t want to include with the report.
- Now Save the report as a name you want to call it.
- I have used All Accounts with associated Cases.
- Once you have done this select the Folder you want to place it in and click Save.
- Then you can return to the Reports menu, find your new report and Run this to produce the results.