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I am trying to create an activity report that encompasses all activity from Accounts, Contacts, and Opportunities. However, I do need to pull a custom field from the account record. When I go to create a custom report type and start with activities, it doesn't let me relate it to any other objects. When I start with accounts and relate opportunities, contacts, and activities, it seems that I may be missing portions of the logged activities. Any thoughts on how to commplish this?
2 answers
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  1. Apr 26, 2018, 1:40 AM
    Would a Joined Report that uses 3 Report Blocks work?

     

    Report Block 1: Activities with Accounts

     

    Report Block 2: Activities with Opportunities

     

    Report Block 3: Activities with Contacts

     

     
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