I made a report off "Campaigns w/ leads & converted lead info" but it won't bring up converted leads
I signed into one of my users logins and created a report based off report type "Campaigns with leads and converted lead information". I filtered the report by campaign and selected my lead owner in hope to pull all converted and uncoverted leads of theirs from that campaign into the report. The report only pulled one converted lead but not the other 2 or 3 which is weird. I did note that the converted lead it pulled did have an outstanding opportunity against it wheras the others not pulled all had closed and won opportunities and the "close date" has passed todays date. Does this have anything to do with it? Basically I just want to generate a report that will show the the converted and uncoverted lead information by lead owner, and it would be nice to see any opportunities against those leads but also if there are no opportunities or they've been won already. Thanks.
2 Antworten
Can you post a screenshot of the Report, the Report Type, and the Filters, Groupings, Settings that you're currently using and the results you're getting?
For questions related to Analytics: Reports and Dashboards those are really helpful. Screenshots are our "eyes" into your SFDC org (otherwise it's kinda like playing Pin the Tail on the Donkey).
In SFDC there are basically 3 reasons why something doesn't show up in a Report:
1. It does not meet the scope or filter criteria of the Report
2. The User does not have at least Read access to it
3. It does not exist
