I'm trying to create a report using the following data structure, where Quota and Quota Detail are custom objects:
Opportunity Products -> Opportunity -> Opp. Owner/User -> Quota -> Quota Detail
I need a report on the summarised amount based on the Opportunity Products against a personal target/quota based on the Quota Detail (where it's broken down by month)
I've tried creating custom report types, but can't get all the information I need to create the reports.
I've come from a SQL background where it would simply be a set of joins to get the info I need, but I'm struggling with SF for this issue.
Thanks,
David
2 respuestas
Hi,
I did, but it wanted to use the created by field on my quota object rather than the field which is a lookup to the user object, so I don't know if you can tell it which field to use?
