Hi, I'm trying to create a report Opportunities W/ or W/O Opportunity team memebers. In my filter condition, I need to add Opportunity Owner or Opporutnity team member with an OR condition in filter logic

Question

Hi, I'm trying to create a report Opportunities W/ or W/O Opportunity team members.

Condition : Either opportunity owner or opportunity team member should be ABC (Eg., Joe Markus).Which means the report should return the opportunities owned by Joe Markus or opportunities in which Joe Markus is a team member.

Since we can't use the OR condition between field filters of objects defined by the WITH or WITHOUT relationship in the report type, how do we achieve this?

ASWATHY MS · Answer

Sorry  @Michael Brown https://trailblazers.salesforce.com/profileView?u=00530000006dr4qAAA , Opportunity owner may not be part of opportunity team. There are multiple Opportunity records even without a single team member.

Hi, I'm trying to create a report Opportunities W/ or W/O Opportunity team memebers. In my filter condition, I need to add Opportunity Owner or Opporutnity team member with an OR condition in filter logic

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