I have 3 custom tickboxes on the Account object, Corp, Ac & Gov. I want to show the value of opportunities for a certain time period, by these tickboxes, so Corp has £20k worth of opportunities, Gov has £35k & Ac has £10k for example.
I cannot get this to summarise so I can plot it on a graph, am I missing something obvious?
답변 2개
Are the boxes mutually exclusive. i.e. Is an Accout either Corp, Ac or Gov Account or can it be more than one selection
If thay are mutially exclusive then I would recomend not using tickboxes and using a dropdown instad as that would be very easy to report on.
If they are not mutually exclusive then I would suggest creating a reporting snapshot object with three reporting snaphopt reports, one for each tickbox. you can then report on the snapshot object and you will be able to show a sumary of all three in a single report
