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the administrator at cloud kicks updated the custom object event to include a lookup field to the primary contact for the event. when running an event report, they want to reference fields from the associated contact record. what should the administrator do to pull contact fields into the custom report?

2 Answers

0 votes

Final answer:

To pull contact fields into the custom report, the admin should create a joined report or custom report type and link the custom object event and contact record using the lookup field. Then, select the desired contact fields as columns in the report.

Step-by-step explanation:

To pull contact fields into the custom report, the administrator should create a joined report or a custom report type. This will allow them to include fields from both the custom object event and the associated contact record. In the joined report, they can link the custom object event and the contact record using the lookup field. Once the report is created, they can then select the desired contact fields as columns in the report.

User Cbroughton
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8.2k points
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Answer: Edit the custom Event report type and add fields related via lookup.

Explanation: thaz waz is righ

User Jeffrey Guenther
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8.2k points