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We have a need to show how many of our Accounts have 3 or more Licenses. I am having a hard time getting this into a report.

We have a License & Registration object that has all of our application names with a maintenance status field, and these are tied to accounts.

  1. Need to find out how many accounts have > 3 licenses with maintenance = Y
  2. % of Accounts with > 3 licenses with maintenance = Y

Any help is greatly appreciated.

| improve this question | | | | |
  • Is the relationship between Licence and Account a MD relationship? – Fred Mar 1 '16 at 12:59
  • Yes. Sorry I will clarify that in an edit. – Allen Mann Mar 1 '16 at 13:02
  • Start by adding a roll-up summary field on Account that counts the number of Licenses with maintenance = Y, and go from there. – Robin De Bondt Mar 1 '16 at 13:07
  • Exactly my idea – Fred Mar 1 '16 at 13:09
2
  • Create a rollup summary field in Accounts for the number of licences.
  • Create a formula field say 'licencecount' to calculate the number of licences returning 1 for > 3 and returning 0 for <= 3 with type Y.
  • Create a Summary Report with reporttype Accounts
  • In the report, summarize on licencecount
  • In the report, create a formula field to display the number of total records in the grand total
  • In the report, create a formula field to display the percentage in the grant total (RowCount / Account.licencecount__c:SUM)
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  • 1
    Awesome, thank you very much. I can write apex all day but report building is how they bring me down... lol – Allen Mann Mar 1 '16 at 13:20
  • Can you tell me what the formula field to calculate the % would look like? – Allen Mann Mar 1 '16 at 13:26
  • Right.. I will update my post for that – Fred Mar 1 '16 at 13:38
  • See updates in post. Have fun! – Fred Mar 1 '16 at 14:37

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