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Hi, I'm trying to create a report  Opportunities W/ or W/O Opportunity team members. 

Condition : Either opportunity owner or opportunity team member should be ABC (Eg., Joe Markus).Which means the report should return the opportunities owned by Joe Markus or opportunities in which Joe Markus is a team member.

 

Since we can't use the OR condition between field filters of objects defined by the WITH or WITHOUT relationship in the report type, how do we achieve this?

2 件の回答
  1. 2024年8月11日 10:21

    Sorry @Michael Brown, Opportunity owner may not be part of opportunity team. There are multiple Opportunity records even without a single team member.

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