Report from Multiple Categories

[danielp]

Want to be able to run a report that gets the account information including things out of custom fields as well as be able to get asset details. Basically it will be for generating full site documentation.
Has anyone found a way to do this?

[Support Team]

Re: Report from Multiple Categories

Hi danielp - when customizing Account Details report, all of the account custom fields are available and you can add them to the layout. Our recommendation is that you first generate a report with the full account details, including all of the custom information, and then generate the Assets report with all of the assets information. You can then attach both reports and have the full site documentation.

I hope this helps.

Neta