
3 件の回答

Hi Olivia,1. Don't use a custom report type, use Account & Contacts 2. I didn't need to limit the data set to the records imported 3. % of Open Opps can simply be Open Ops / Total Ops 4. Don't worry about "Error's" in the % of Open Opps field it will still pass if some rows display "Error" 5. Summary report by Account Value then Account Name 6. You should have also created two roll up fields on Account to summarise the Opp data as per the instructions For more information please check with below thread.
Hope this helps.
Thanks,Nagendra