Reporting Annual Volume from Account on multiple activities
I have a group who tracks multiple calls to an Account using Tasks which are categorized by call type on each Task. The request is that I report the number of each type of call (Task) and include the Annual Revenue that is housed on the Account. When I have, for example, 5 Tasks attached to the Account, the Annual Revenue is repeated 5 times on the report giving false values.
Does anyone know of a way to do this type of report?
If I could count the # of activities attached to the account, and then divide the Annual Revenue by that number I could get a correct amount to report, but haven't a clue.
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