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  • Rebecca Ralls

    Hi Aaron,

    In a custom report type, you can add field sfrom related records in the "Layout" section.at the bottom of the report type click the "Edit layout Button"

     

    On the right side click the "add fields related via lookup link:

     

    Select the "vendor" link (at the bottom):

    And that will give you checkboxes to add the fields from the Account that you are looking for. 

    Once you save it, you should be able to add that field to your report.

    If you need more help, you can contact me here: rebeccaralls@gmail.com

     

     

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