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Topics#Reports & DashboardsPergunta de Brook Bailey
Brook Bailey (UCAS) perguntou em #Reports & Dashboards
29 de mai. de 2018, 15:39

Does an Organisations with sales opportunities base report exsist?

i need to be able to report on organisations that have sale opportunities. Does a base report type exsisit for this of would a custom base report need creating? I wish to Identify who we are doing business with and where the gaps are. Cheers
1 resposta
  1. Kelly Kanches (NC Squared)
    29 de mai. de 2018, 16:12
    Hi Brook, 

     

    You can add a cross filter to an Account report to look for Accounts with Opportunities

     

    Hi Brook, You can add a cross filter to an Account report to look for Accounts with Opportunities Reports > Report Type Acocunt > Filters > Cross Filter

     

    Reports > Report Type Acocunt > Filters > Cross Filter 

     

     
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