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Topics#Reports & DashboardsPergunta de Jenni Stoddard
Jenni Stoddard perguntou em #Reports & Dashboards
16 de dez. de 2011, 16:32

Opportunities with or without Contact Roles

I created a new report type "Opportunities with or without Contact Roles" in order to see which of my Opportunities had either no contact roles or no "Primary" contact roles. However, the "Primary" field (among others) isn't available in my custom report type like it is in the "Opportunities with Contact Roles" report type.

 

What am I doing wrong?
2 respostas
  1. Jessi Lawrence (SASB)
    19 de jun. de 2017, 21:03
    Hi Jenni, I don't know if you're still looking for an answer for this one (or if someone else is), but I realized that whereas on a "Opportunities with Contact Roles" calls the Contact Roles "Contact Roles" in the filters, if you build a custom report type, the report calls them just "Roles" in the filters. 

     

    Hope that helps!
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