I need to report on cross selling opportunitites with two product teams other than my own (IAM & PACS). I've created 2 reports that show cross selling opportunities in the pipeline with these two teams. One report lists Opportunities with a Create Date of "Last 30 Days", the other report has the same specs except that it includes all opportunities with a Create Date of "Last 12 Months".
There's a phantom opportunity for $7,500 that only appears within the "Last 30 Days" report, but not the "Last 12 Months" report. Screenshots of the two reports are below.
Question: How come the $7,500 opportunity isn't listed in the "Last 12 Months" report (considering it appears in the "Last 30 Days" report)?
Thanks for your time!
Last 30 Days Report:
Last 12 Months Report:
2 respuestas
Thanks Steve! I tried that, but wasn't able to uncover anything. I did some more experimenting with different ways to use filters to display the same data and learned that if I changed my date filters
from:
Created Date (equals) "Last 12 Months"
to:
Created Date (less or equal) "Today"
AND
Created Date (greater or equal) "12 Months Ago"
...the reports then showed the data I was expecting.
Thanks again for your thoughts.
Best,
Jennifer
