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aggregate data to parent account

Question asked by Cosmin Costean on Jan 14, 2018

Hi guys,


I'm trying to make a report in which I want to summarize the data from the account and all it's members. The business case looks like this:

I have an account which have 2 subsidiaries, which have also 1 subsidiary each. So I have account A with 2 members B and C, B is a parent account for D and C is a parent account for E.

I want a report in which I select A and want to see all the activities (tasks, e-mails, meetings and calls)  that were made for account B,C,D,E.

In the ideal situation I would want to see subjects of the activities. If not at least count them.

So the report should look like this