We are trying to create a report for all Lost Opportunities that will show all the contacts on the Account associated to that Lost Opportunity. I have tried different joined reports and a few Custom Report Types, but none seem to get the results.
The Joined Reports I tried were Opportunity as the Primary and Accounts and Contacts as the second. The result for some reason is a list of contacts that were not associated to accounts wiht lost deals. Maybe I am missing a step.
The Filters for the report were, Stage = Lost Order on the Opp. Win/Loss Reason = Competitor. ON the contacts I just filtered where the email address is null.
Any help would be appreciated.
Thank you
Shari
답변 12개
Unlimited.
Creating a new field is a good Idea.
Do you know if a joined report would work for this though?
