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Sep 21, 2020 at 09:39 AM

Report Service Agent data on Customer page

74 Views Last edit Oct 20, 2020 at 07:28 PM 3 rev

Hi Community,

I would like to build a report showing a Customer's Service Agent data (if a Service Agent has been created from that Customer) such as his Function, which Org. Structure he belongs to, and so on.

So there are 2 requirements/steps that I am stuck with...

  1. How can I build that report, step by step? As I can't seem to have a clear link between Job (Function within an Org. Struct.), the Org.Struct., the BusinessPartner and the Customer objects.
  2. Once that report built, how can I filter it so that it shows only data related to my Customer (probably matching his ID and the BusinessPartner (Service Agent) ID)? Is it possible though?

If anyone has ever had any nearly similar requirement, please provide feedback :)