I am trying to create a report and running into some issue. I would appreciate if anyone can give me any insights to solve this.
Report of all Contacts that has atleast 1 'active' financial account linked to it.
I tried 2 approaches:
- Created a custom report type relating Financial Accounts and Contacts and I was able to add all the required filters to get the results but the issue with this approach is that I am getting duplicate contacts in my report because a contact can have more than one active financial account. I dont want duplicate contact records. To avoid this I went through 2nd approach.
- Using Cross Filters : I created report on 'Contact' object and added cross filter as 'Contacts with Financial Accounts' but when I try to add filters from the child object I cant, because but when I select the option , I get the fields for the Junction object and not the Financial Account object (Contact and Financial Account have many to many relationship).
Any ideas how to add the filters from the Financial Account object in the 2nd approach? Or any ideas how to create the report by using any other approach?