I would like to create a report or filter that shows all deals for a group of companies. Like one m

Ari Beilinson

I would like to create a report or filter that shows all deals for a group of companies. Like one mother company + 5 daughter companies' deals shown in one report. It can be done by listing all daughter companies separately under secondary conditions "And match ANY of these conditions:" but using the mother company only would be better.

Mike van der Valk

Hi @Ari Beilinson I see you've already figured out the way to do it. I'll pass on your suggestion to our team

Ari Beilinson

Hi, I did. But having the parent company as the key would be a better way.

Alex Rackwitz

@Mike van der Valk - hi, surely we don't have to manually list all the daughter companies in the filter condition? We have parent organisations that are resellers with dozens of child organisations (and constantly changing). How can we filter for this?

Mike van der Valk

@Alex Rackwitz unfortunately at the moment that's the only option right now there's no native way to filter them out in the list or reports... I've straight away now reached out to the team working on reports and passed on this message here. Hopefully we can improve this in the future.

Phil

Hi Mike,

Did you make any progress on this one?

We've setup the parent/related/daughter hierachy for many of our organisations but without a filter it's really hard to access this information without viewing each company to find the onces with a hierachy situation.