I need to pull a report that shows Accounts with Closed lost opportunities but that filters accounts that have active open opportunities. I dont want to get Accounts on the report that might have closed lost opportunities in the past abd that now they have an active opportunity going on.
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Eric Praud (Activ8 Solar Energies)Hi Robert,
How woudl yo udefine a current active opportunity? Is it when the close date is in the future and the stage is not closed?
If so, create a checkbox on opportunities and get it checked with a process builder.
As a criteria, you can go with Is closed Boolean true
Check Advanced> Yes
Add a schedule and set it to 0 days after close date
As an action, update a record> The opportunity that started the process and set the checkbox to true
Activate the process
This will only work on opportunities updated to a closed status after you activate the process. For the "Old ones", you'll need to update the checkbox manually or with the help of the data loader.
Now, you can create a roll up summary field on Accounts that woudl count the number of opportunities where this checkbox is selected.
You can now create a report on Opportunities and Accounts with a filter:
Roll up summary equals 0
