I have a report based on Activity with Opportunities report type. I also have a row level field on that report to compare the Activity CompletedDateTime to the Opportunity CreatedDate to determine how much time it's taking reps to close tasks.
An opportunity can have several tasks. I need a way to limit the report to show only the first activity for each opportunity.
My solution was to create a rollup field on the Opportunity that rolls up the date of the first activity for that Opportunity using DLRS, then compare the rollup (FirstTaskDate) to Activity.CreatedDate using a row level formula or formula field to see if they are the same. I could then use the formula in a report filter. However, I am running into the limitation of only being able to use one row level formula per report, and the limitation of not being able to create a formula field that shows the WhatId related information.
Does anyone have any suggestions on solving this?
There is no need for the rollup formula. You can use Dynamic filters in reports. I was able to create a filter in my report: Activity Date = Opportunity Created Date. If you already pulled FirstTaskDate in the opportunity, just add a filter Activity Date = FirstTaskDate.
