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Report for business case fields and custom data form


Level 3
I want to create a report that sums up business case fields like goals and resource estimate plus few fields from custom form attached to projects. What object type should be used?

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1 Reply


Level 10
Hi - I don't see that anyone responded. I am not aware that all of the Business Case elements (like Scorecard responses) can be reported on. I know the Resource Estimate can be reported on (reporting object name is Reporting Estimate). I know the Risks can be reported on. I haven't tried to report on the Goals, so I don't know about that object. Expenses can definitely be reported on (Expenses). You can report on one object at a time. You would need a Dashboard to report on all of the reportable objects that comprise a business case. What would you like to do? Eric