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Topics#Reports & DashboardsSue Lipsey の質問
Sue Lipsey (ALearn, Willow Glen Foundation) が「#Reports & Dashboards」で質問
2016年11月2日 22:05

Opportunities Rolled up Into Account

I want a simple report that shows by account total opportunities for last year (for instance) with other details. When I use the rollup field I get the correct data but a duplicate line item for each donation in that time period. Thanks
8 件の回答
  1. Sue Lipsey (ALearn, Willow Glen Foundation)
    2016年11月3日 4:13
    I am using Total Gifts Last Year (roll up) but I thought it was an opportunity field. I now see that it is not. Duh.

     

    I have to use Account Report type and not an Opportunity Report type to avoid duplicates. Thanks!
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