Report on Relationship Groups
- Create a custom report type for relationship group objects. Tip To create a report type about the members of relationshipgroups, select Relationship Groups as the primaryreport type object and add Relationship Group Members as an object relationship. Alternatively, to create a report typeabout the accounts that are primary on a relationship group, select Accounts as the primary report type object and add Relationship Groups (Primary Account) as an object relationship.
- Create a new public folder for relationship group reports. Thisstep requires the “Manage Public Reports” permission.
- Using your custom report type, create one or more new custom reportsfor relationship groups. Assign the reports to the new relationshipgroups reports folder you created.