I have a dashboard with reports that pull My Opportunity information for my sales reps. I have the option on the split reports to filter on My Team selling and My Opportunities, but when I do this, it still pulls in the amount allocated to the other sales rep who the split was with.
I need a report that a rep can run that only shows their numbers. Any idea how to filter out the other person's split amount so the report can run dynamically?
답변 9개
Brian, following workaround did the job for us:-
- Create a checkbox (boolean) formula field on User object, with definition " Id = $User.Id"
- Create a custom report type, Base object = "Opportunities (A)" and "with at least one related record from Opportunity Splits (B)"
- In the report type layout, add the custom field via lookup. Opportunity Splits -> Team Member --> <Custom field>
- Create a report with filter <Custom field> equals True. this will ponly show the running user's share of opportunity amount.
hope this helps.
