How to generate report of 'My Accounts' that are mentioned on Opportunity-Product line

Question

Hi, I have a custom field by the name " Channel Account ". This is present on standard " Opportunity-Product " object. The custom field is a lookup field on Accounts. I want to generate a report of all the accounts owned by me (My Accounts) that are mentioned in the custom lookup field "Channel-Account" on any opportunity. The account must be owned by me but the opportunity can be owned by anyone. I tried to create custom report type with Accounts/Opportunity/Products but I am stuck up as how to provide the condition to get the desired report. The logic should be --> Select Opportunity name from Opportunity-Product where Channel-Accounts in (all accounts owned by me). Thanks, Abhijeet Kher

Steve Molis · Accepted Answer

You might be able to create a custom Formula Field like a Formula(Checkbox) that uses a Formula similar to this to compare the  Owner.Id  of the Channel Account to the Current User, then use the Formula(Checkbox) in your Report Filter =>   https://success.salesforce.com/answers?id=90630000000gp92AAA

Abhijeet Kher · Answer

Hi Steve,   I had already checked your same post ( https://success.salesforce.com/answers?id=90630000000gp92AAA ) yesterday for this but could not find  Owner.ID  field. Then realised that we need to select the advanced filter to get these.    And it works well. Thanks again.   Regards,   Abhijeet.

How to generate report of 'My Accounts' that are mentioned on Opportunity-Product line

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