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Topics#Reports & DashboardsDomanda di Shari Padron
Shari Padron (AWS Elemental) ha fatto una domanda in #Reports & Dashboards
21 ott 2011, 21:51

Custom Report

I need help creating a custom report. I am trying to pull a list of all contacts associated to an account ONLY for those accounts that have Opportunities at a certain stage. I have tried different combinations of Account, Contact, and Opportunties but I am not able to get what I want. 

 

The closest I think I am is this:

 

Contacts (A)

_img src="

https://na5.salesforce.com/img/elbow_dotted.gif

" /_ with at least one related record from Accounts (B)

_img src="

https://na5.salesforce.com/img/elbow_dotted.gif" /_ with at least one related record from Opportunities (C)

 

I also tried

 

Contacts (A)

_img src="

https://na5.salesforce.com/img/elbow_dotted.gif

" /_ with at least one related record from Accounts (B)

_img src="

https://na5.salesforce.com/img/elbow_dotted.gif

" /_ with or without related records from Opportunities (C)

 

I created a report filtering where Opportunity ID is not null, but that did not seem to work.

 

Any help would be appreciated.

 

Thank you

 

 

2 risposte
  1. Steve Molis (You Owe Me a Beer, Inc.)
    21 ott 2011, 22:37
    Okay for that you'll need to create a custom Rollup Summary field on the Account that retuens the COUNT of Opportunities at the Stage you want.  Then use an Accounts and Contacts Report and use your RS Field in the report filter criteria.
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