Reports with assignees

[dskalki]

I want to generate a report that includes the account as well as be able to see whom the account is assigned to.

Anyone?

I can run a report of just the accounts but can't see whom the accounts are assigned to.

Thanks,

[sugarcane]

Hello,

You need to pull the related Assign To field from the Assign to Module. If you are on 4.5 or 5.0, then click the 'Add related' button to add the related 'Assign To User' item. There will then be a dropdown that appears in the Display Column Tab.

If you are using 5.1 or 5.2, then in the Display column section, click on the 'Assign to User' folder that appears in the list, and the fields below will now be the User fields. You can click here to access the 5.2 user guide on reports for more details