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Philipp Mathis 님이 #Reports & Dashboards에 질문했습니다
2018년 2월 5일 오후 2:04

how to add partner role to opportunity report?

Hello Community

 

Im doing an opportunity report type and I'm able to add the column "primary partner" which is nice.

 

But I'd like to have also the info of partner role. Unfortunately this is not available to drag&drop into the report.

 

How can I achieve to have this in the standard oppty report?

 

Because I do not want to run a oppty with partner report. I'd like to have a global oppty report and just in case if its an opportunity with partner related see this additional info. But If I would run a report with type oppty with partner, I would only see the oppty with partners. I need to see all oppty.

 

Thanks for your help,

 

Philipp
답변 11개
  1. Ines Garcia (get: Agile)
    2018년 2월 5일 오후 2:22
    Hi Phillipp, 

     

    Try the report type: Opporunity with partners.

     

    There you will have the partners as rows anc can group by Opp and or account

     

    Hi Phillipp, Try the report type: Opporunity with partners.

     

    Hope this helps,

     

    Ines
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