An example of a common request from Fundpanel clients: "I need to run a report of all Contacts related to Fund 1 who have the 'General' Contact Role"
In the Fundpanel application:
- Contact records are linked to Investment Vehicle (Account) records via Contact Role records
- Investment Vehicle (Account) records are linked to Fund records via Capital Commitment records
**Current Work-Around**: Joined Salesforce Report between Report Types:
1. Account(Primary) & Contacts & Contact Roles (Secondary) -- this report allows us to pull in the contacts and contact roles.
2. Account(Primary) & Commitments (Secondary) -- this allow report allows us to pull in the Fund record
We are currently using the Account (Investment Vehicle) to join the two reports. However, the issue is that we are unable to filter both joined reports by Fund because the Primary report (Account) in Report 1 is not directly linked to the Fund record (the Commitment record links Investment Vehicles to Funds). Furthermore, exporting the Joined Report in makes the Excel Format very non-user friendly.
This workaround report can be viewed in the Dev org here - https://ap1.salesforce.com/00O90000009Tg1i. Also, attached is an example of the report once exported from Salesforce.
**Proposed Solution**: A custom button/action named 'Contact Report' on the Fund page (similar to the Schedule of Investments button).
After the user clicks the button, they are brought to a custom report that looks like the attached 'Proposed Report' with the following notes:
- The name of the Fund should be shown at the top of the report where it reads 'Fund Name'
- The report shows all Investment Vehicles linked to that particular Fund by Commitment records. Ideally, even if an Investment Vehicle doesn't yet have any Contacts linked to it via Contact Roles, the Investment Vehicle and Commitment Amount still show up on the report with the rest of the columns blank. This allows the user to clearly see they still need to link a Contact(s) to this Investment Vehicle via Contact Roles. See 'Jones Revocable Trust' in the attached example
- The Capital Commitment Amount is included in the report so that the user can verify that for this Fund all Investment Vehicles are included in the report. They can also clearly see any $0 commitments
- The user should have the option to filter the report by 'Contact Role' via the Picklist Option. When the filter is applied, only Contacts with that particular Contact Role show up. Ideally, even if an Investment Vehicle doesn't have any Contacts linked to it with that particular Contact Role, the Investment Vehicle and Commitment Amount still show up on the report with the rest of the columns blank. This allows the user to clearly see that the Investment Vehicle does not have any Contacts linked to it via that particular Contact Role
- The user should be able to filter the report to exclude Investment Vehicles that are linked to the Fund via $0 Commitment records
- If possible before the report is exported, the fields within the following columns should be hyperlink (like a normal Salesforce report). That way, the user can click/navigate to the record directly from the report to make edits if necessary. (Investment Vehicle, Investor/Advisor, Contact Name). When the report is exported, the link formating is removed.
- The report should automatically exclude all 'Portal Admin' contacts
- The report should be easily exported to excel/csv (before and after filtering has been applied)