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Topics#Reports & DashboardsPregunta de Drew Elston
Drew Elston (Optimizely) ha preguntado en #Reports & Dashboards
5 feb 2018, 15:24

how to pull in custom opportunity field into activity report

Hi SF Community,

I've built a task & event report that I'm looking to pull a custom opportunity field into the report however it won't let me pull from the opportunity object. Any suggestions on how to integrate that where I can pull opportunity fields into the activity reports? 

Thanks in Advance!

 

-Drew
10 respuestas
  1. Drew Elston (Optimizely)
    12 feb 2018, 20:08

    Hi Bhavna,

    When I go to the edit layout for the opportunities/activity legend. A few of the fields from my Tasks/Events are not pulling into the legend bar. Any suggestion on how to enable that? See below for screenshots:

    Hi Bhavna,When I go to the edit layout for the opportunities/activity legend. A few of the fields from my Tasks/Events are not pulling into the legend bar. Any suggestion on how to enable that?

    User-added image

     

    Thank you in advance,

     

    -Drew

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