1

Background

I have these objects:

  1. Person Account
  2. Appointment
  3. Invoice
  4. Invoice Line

Which have these relationships:

  1. Appointment has a lookup to Person Account
  2. Invoice Line has a master-detail lookup to Invoice
  3. Invoice Line has a lookup to Appointment

The Person Account object has a roll-up called Total Revenue

I can add a Person Account as a Campaign Member of a Campaign

But I cannot create a Custom Report Type which allows me to SUM the Total Revenue for all Campaign Members

Because the custom report builder will only let me make Campaign relate to Contact or Lead and not Person Account.

Question

  1. How can I create a Campaign based report that reports on Person Account fields?
  • I think you can create report type where Campaign relates to Contact. You will get Person Account fields there. – Pragati Jain Oct 13 '18 at 15:25
1

You should create a report type where Contact should be a primary object. When you click Add fields related via lookup this will let you select the PA fields.

  • @Rob, does above solution resolved your problem? – Pragati Jain Oct 13 '18 at 16:38

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