I've got a list of all accounts that have asset A, that bit was easy, but how do I see all opportunities for those accounts without running a separate report and cross referencing it?
I am wondering if I will need to add a custom field to Account that references the asset, and use that to identify the accounts in an opportunity report but I'm hoping there is a simpler way!
답변 4개
Please try by creating a Custom Report Type
In Your Custom Report type select the Primary Object as Accounts and Select Opportunities to related items and then further select Products as a related item, so you now have a single report type where you can report on Account, Opportunities and Assets.
