I have 3 custom tickboxes on the Account object, Corp, Ac & Gov. I want to show the value of opportunities for a certain time period, by these tickboxes, so Corp has £20k worth of opportunities, Gov has £35k & Ac has £10k for example.
I cannot get this to summarise so I can plot it on a graph, am I missing something obvious?
2 件の回答
Are the boxes mutually exclusive. i.e. Is an Accout either Corp, Ac or Gov Account or can it be more than one selection
If thay are mutially exclusive then I would recomend not using tickboxes and using a dropdown instad as that would be very easy to report on.
If they are not mutually exclusive then I would suggest creating a reporting snapshot object with three reporting snaphopt reports, one for each tickbox. you can then report on the snapshot object and you will be able to show a sumary of all three in a single report
