CRM On Demand - Reports and Dashboards (MOSC)

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Combining Client and Lead Reports

edited Mar 12, 2012 2:17AM in CRM On Demand - Reports and Dashboards (MOSC) 2 commentsAnswered
Hello all!  I have not been able to sort out the below on my own so turning to the group for assistance.

We want to run a daily report that on the Completed Activity on the account owner.  The report is to include both the Client Activity and Lead Activity.  When I create my report to include the Client Name…the activity from the Lead is missing.  If I include the Lead Company in the report…the Client record information is missing from the report.  Is there any way to combine the two to include all activity?  I did try Combining Similar Analysis but the system will not allow filtering by dates.

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