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Account Structure Report

Last post 05-28-2008, 6:24 AM by Paul Roussell. 2 replies.
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  •  05-28-2008, 5:30 AM 1219

    Account Structure Report

    Hi all

    Does anyone have a report (in Crystal) that can show an Account Structure please? 

    Background:  On the Account Detail screen, you can link an Account to a Parent Account, to any number of levels.  This can then be seen on the screen in a tree view.

    We would like to be able to produce something similar to the tree view on a printed report.  Has anyone out there done this please?

    Thanks!

    Paul Roussell

  •  05-28-2008, 6:07 AM 1220 in reply to 1219

    Re: Account Structure Report

    Hi Paul,
                I dont have a report but here is the joins needed if you need them?

     Account.Accountid to Association.Toid then Association.Fromid to Account.Accountid

    Regards, Adam Travers

     

     

  •  05-28-2008, 6:24 AM 1221 in reply to 1220

    Re: Account Structure Report

    Thanks for the quick response Adam

    I think the join on their Account Details screen is being done using Account.ParentID to Account.AccountID.

    I know such a report would not be easy as the number of levels deep is hard to predict/limit.

     All the best.

    Paul

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