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Jun 10, 2020 at 08:54 AM

Account Hierarchies - Reporting Availability

327 Views Last edit Jun 11, 2020 at 12:11 AM 2 rev

Hello,

I have created account hierarchies using the Account Management - Account Hierarchies work centre view for a group of customers. I would now like to report using this functionality. However it does not seem that the 'Account Hierarchy' field can be pulled into standard ByD reports.

Is there a way to pull the 'Account Hierarchy' into standard ByD reports without having to create a joined data source for all sales reports? We are experiencing the same missing functionality with Supplier Hierarchies also.

Thanks in advance,

Anish