I have a dashboard with reports that pull My Opportunity information for my sales reps. I have the option on the split reports to filter on My Team selling and My Opportunities, but when I do this, it still pulls in the amount allocated to the other sales rep who the split was with.
I need a report that a rep can run that only shows their numbers. Any idea how to filter out the other person's split amount so the report can run dynamically?
9 Antworten
Brian, following workaround did the job for us:-
- Create a checkbox (boolean) formula field on User object, with definition " Id = $User.Id"
- Create a custom report type, Base object = "Opportunities (A)" and "with at least one related record from Opportunity Splits (B)"
- In the report type layout, add the custom field via lookup. Opportunity Splits -> Team Member --> <Custom field>
- Create a report with filter <Custom field> equals True. this will ponly show the running user's share of opportunity amount.
hope this helps.
