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I have very little experience with SF so am probably doing something very simple wrong. All I want is a list of our partners byt type. I've tried Reports>New Report>Accounts with Partners, set it to All accounts and All Time and there are only 4 results.

I then tried Reports>New Report>Oppertunities with Partners, all oppertunities and all time and this time got 2 results.

I have full admin access if that makes any difference, and am completely stumped.

Thanks,

CLS

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  • What about query objects OpportunityPartner, AccountPartner
    – Reshma
    Commented Jan 19, 2017 at 12:28

1 Answer 1

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Accounts with Partners will give you a list of all customer accounts that are associated to other accounts via the Partner Role relationship. This is not what you want.

In order to just get a list of all Partner Accounts, use Report Type Accounts and filter on Partner Account equals true

enter image description here

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  • Hi Guy, thanks for your response. If I click Reports > New Report > click the + next to Account & Contacts then click Accounts > Create, then the report generated doesn't have Partner Account on there.
    – user40988
    Commented Jan 23, 2017 at 12:03
  • hmm it is for me (added screen capture ti my answer). Do you have Partner Communities enabled or is there some other kind of partner account your are looking for? Commented Jan 23, 2017 at 12:07
  • Hi Guy, I don't know how to upload an image I'm afraid, but if do the steps exactly as above there's no result when I type Partner in the Fields box. Is this Partner Communities something I need to activate?
    – user40988
    Commented Jan 25, 2017 at 10:35
  • What is your definition of a Partner? How do you distinguish a Partner from any other Account? E.g. is there a different Page Layout / RecordType / etc? Commented Jan 25, 2017 at 12:20

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