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julia2's avatar
julia2
New Contributor III
3 days ago
Solved

Filtering account by UD's

I am creating an alternate roll-up of our accounts for some specific reporting which requires that certain accounts only return data for specific departments.  What is the best way to do this?  I tri...
  • julia2's avatar
    julia2
    2 days ago

    I figured out the issue.  I was created the account at a child rather than parent level.  I resolved the issue