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Salesforce Site Level Matching Report: Group by Company Hierarchy

Start with New Report/Account/Create

  1. Change the time period to 'All Time' and accounts to 'All Accounts'
  2. Change your report type to 'Matrix'
  3. Search for the level of the hierarchy you want to roll up to - we'll use DU for this example - and drag the 'DU Company Name' field into the filters.   Here put an equation that the field 'does not equal' blank (leave cell blank and hit 'ok')
  4. Drag this 'DU Company Name' field again into the left-hand column of the matrix report to create a row grouping: 

 

Screen_Shot_2017-06-28_at_1.41.08_PM.png

 

Save and run report:

 

Screen_Shot_2017-06-28_at_1.51.07_PM.png

 

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