Configure Related List Sections

I have created report via report builder. but when i call it in C360.It does not show me any below:I have changed the filters in Related List Sections but still same error. Kindly advise


2 replies


Hi there! Any luck with this? I’m a newer admin and running into the same issue. Thanks!

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@Syed With apologies that I can’t give a full diagnosis based on what’s here, I suspect a filter issue in the underlying Report. You typically do not want to add any Company-level filters to a Report that’s going onto a C360.

That’s somewhat counter-intuitive, but you want your underlying Report to have ALL the records, and then let the C360 do the work of actually filtering in the Company whose C360 you are looking at.

Ring back if this turns out to be helpful, or if it generates more questions.