Showing Child Account Data on R360
For HPE, they would like to see Child Account data rolled up to the R360.
I see two ways to achieve this:
1. Allow for a checkbox on the R360 sections to allow the end user to rollup this data like we have on the c360.
2. Allow for some way to change the account lookup on a section by section basis in the R360 config. Right now, we rely on the linked object setup in the relationship configuration and cannot customize it on a report by report basis. If we were to change this in the linked object setup for a certain object to solve for reporting, this will break the rule setup which we don't want to rollup.
Do we have any plans to support this in the near future? HPE is a use case where the relationships are account level, just have different teams use different relationship types, so this rollup is as important as it would be at c360 level.
I see two ways to achieve this:
1. Allow for a checkbox on the R360 sections to allow the end user to rollup this data like we have on the c360.
2. Allow for some way to change the account lookup on a section by section basis in the R360 config. Right now, we rely on the linked object setup in the relationship configuration and cannot customize it on a report by report basis. If we were to change this in the linked object setup for a certain object to solve for reporting, this will break the rule setup which we don't want to rollup.
Do we have any plans to support this in the near future? HPE is a use case where the relationships are account level, just have different teams use different relationship types, so this rollup is as important as it would be at c360 level.