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Thread: Help showing Account for Unconverted Lead in Reports

  1. #1
    jmahala is offline Member
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    Default Help showing Account for Unconverted Lead in Reports

    I want to create a report that shows unconverted Lead information, including the Account Name, if entered. The problem with the Report Builder is that I cannot grab the Account Name field unless I link to the Account Table. Of course an unconverted lead has no links to the Account Table, so it doesn't work. However, the data IS there in the Lead Table. Is there a way to force the Report Builder to show the Account Name from the Lead Table?

    Thanks,
    John

  2. #2
    datasponge is offline Sugar Community Member
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    Default Re: Help showing Account for Unconverted Lead in Reports

    John,

    The accounts table includes the field account_id used to relate directly to Accounts, so the link is defined. I haven't dealt with that layout, but if it's not there you can add a relate field using the account_id by editing the Leads module php files.

    Phil

  3. #3
    jmahala is offline Member
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    Default Re: Help showing Account for Unconverted Lead in Reports

    That related field is there and it works IF you have already converted the lead. The problem is with UNconverted leads that have an Account Name entered, but no Account ID exists because it has not yet been linked.

  4. #4
    datasponge is offline Sugar Community Member
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    Default Re: Help showing Account for Unconverted Lead in Reports

    Oops, I mis-read your initial request.

    There's always the brute force answer of showing both the relate field and the Leads account_name field in your layout.

    I don't know how to put the logical decision within the field lookup in php or if that's possible without a little research. Sorry.

    Phil

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