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Topics#Reports & DashboardsPergunta de Jennifer Marsh
Jennifer Marsh (Creation Technologies) perguntou em #Reports & Dashboards
12 de mai. de 2020, 22:55

Building a report

I would like to build a report that shows where the opportunities are at the end of each quarter going back to 2019.  End of Q1-2019,  End of Q2-2019 and so on.  THe problem that I am having is that I don't want to look at a specific  close date or created date but recent opportunities. 

 

I have tried the "As of Date"  but that pulls in all opportunities going back several years. 
1 resposta
  1. Steve Molis (You Owe Me a Beer, Inc.)
    13 de mai. de 2020, 02:30
    Can you post a screenshot of the Report, Settings, and Filters that you're using, the results you're getting, and a mock-up of what you want?  For questions related to Reports and Dashboards those are really helpful
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