Report of Companies by Association Label

[SBrooks10]

I am in need of a report for companies (Type: Dealer) that shows a list of the associated companies with a specific association label (Label: National Account to Dealer). 

For example: I need the report to show that Dealer A (Company) is associated to 5 Companies labeled with the Association Label: National Account.

We cannot use Parent/Child reporting, as these are not parent child relationships. Those are used for corportate locations to local locations. 

Is this possible?

[karstenkoehler · Accepted solution]

Hi @SBrooks10,

When you create a custom report in the custom report builder, there is the step of picking data sources (companies and deals in your case). Above the actual sources, at the top of the screen, hidden in plain sight, you can specify association labels this report should filter for.

Have a look and let me know if you have any follow-up questions!

[SBrooks10]

Ah that's it! 

Next question, is how do I get it to show the associated companies names with an active link to the record instead of the main name repeated? 

[karstenkoehler · Accepted solution]

@SBrooks10 in the top left corner, you should see the option to pull in company fields from each side of the association:

I don't have the records to test it at the moment but that's what I'd check first.

[karstenkoehler · Accepted solution]

Hi @SBrooks10,

When you create a custom report in the custom report builder, there is the step of picking data sources (companies and deals in your case). Above the actual sources, at the top of the screen, hidden in plain sight, you can specify association labels this report should filter for.

Have a look and let me know if you have any follow-up questions!

[SBrooks10]

Thank you Karsten!

Unfortunately it is not company to deal associations, it is company to company associations and their association labels. 

[karstenkoehler]

@SBrooks10 still works for me?