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Topics#Reports & DashboardsPregunta de Tyler Grew
Tyler Grew preguntó en #Reports & Dashboards
2 jul 2015, 14:44

How do I filter out active accounts and open opportunities?

I am trying to run a report that will filter out active clients as well as any open opportunities tied to an account (besides closed-lost). Please advise. Thanks!
9 respuestas
  1. Steve Molis (You Owe Me a Beer, Inc.)
    2 jul 2015, 15:32
    Which editon of SFDC are you using?  If you're on EE or above you can use a Report Cross-Filter =>

     

    https://help.salesforce.com/HTViewHelpDoc?id=reports_cross_filters.htm&language=en_US (https://help.salesforce.com/HTViewHelpDoc?id=reports_cross_filters.htm&language=en_US)  

     

    Or if you're on PE or above you could create a Custom Report Type and select Accounts "with or without" related Opportunties => 

     

    https://help.salesforce.com/HTViewHelpDoc?id=reports_defining_report_types.htm&language=en_US (https://help.salesforce.com/HTViewHelpDoc?id=reports_defining_report_types.htm&language=en_US) 

     

    Which editon of SFDC are you using? If you're on EE or above you can use a Report Cross-Filter => (https://help.salesforce.com/HTViewHelpDoc?id=reports_cross_filters.

     

    Or if those aren't available you could create a custom Roll-Up Summary field on the Account that counts the number of Open, Won, Closed, opportunites and use that in your Report Filter =>

     

    https://help.salesforce.com/HTViewHelpDoc?id=fields_about_roll_up_summary_fields.htm&language=en_US (https://help.salesforce.com/HTViewHelpDoc?id=fields_about_roll_up_summary_fields.htm&language=en_US)  

     

    Needless to say "you've got options"

     

     
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