I am trying to create a report that will allow me to have a scorecard for a center-of-influence (generally an accountant or attorney) showing incoming and outgoing referrals to/from this contact.
Our setup is such that 'Referral Source' is a lookup to Person-Account on the Opportunity object (this represents incoming referrals), and 'Outgoing Referral' as a custom object that is a child of Person-Account.
I would like to create a joint report that shows details about incoming and outgoing referrals grouped by center-of-influence. I have a report type for 'Outgoing Referrals with Referred CoI', but I have been unable to create a report type for 'Opportunities with Referral Source'.
Any ideas on how I can go about creating this scorecard/report without resorting to exporting multiple reports to Excel and combining them there?