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August 12th, 2020, 08:02 AM
Posts: 11
Is there a way to create a custom report that can combine data fields from the Accounts table and the Assets table into one report? Thanks for your input.
August 12th, 2020, 11:19 AM
Support Team
Posts: 7,432
Thank you for posting this.

Yes, you should use one of the reports under the 'Assets' reporting category. You can copy any of the system reports and customize it to your needs.

Asset reports list the Account the Asset is related to and you can customize it to include more data fields such as phones and address.

Hope this helps.

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