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Hello All,
We have requirement from one of our client to combine Leads and Account report to single report for the similar fields.


Requirement :


  • Display Combination Of Leads And Account Records Into Single Report.
  • Option To Merge Both Modules records.
  • Advance Filter to Check The condition For Both Modules.
  • Setting the filters for the reports Fields For Both Modules.
  • User can Enable or Disable the account Prospect condition.


Example : If user select Company(Leads) the Corresponding AccountName(Accounts) has been mapped automatically.

 

Below Is the some Screenshots For The Reference :
Defaults leads reports : Report below display the default leads where rows of account is not merged.

1


Lead Report with Accounts Data : Report below display the default leads with rows of account module which is mapped with similar fields of Accounts and Leads.
1) Check the option “Include Account Prospect”



2

2) Option with filter on both module Account and Leads.



3

Let us know if you needs more information on this customization !!!



Do You Need more information ?


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