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Topics#Reports & DashboardsSati Hillyer's Question
Sati Hillyer (OneMob) asked in #Reports & Dashboards
Apr 6, 2016, 5:51 PM

Report: Accounts with Activities AND Opportunities

I'm trying to build a report that shows all Accounts with a specific Activities based on subject name. Then I want this report to show me of that set of Accounts, which have Opportunities. I thought a Custom Report Type of Accounts with Activties with Opportunities would work, but that's impossible.

 

Any ideas? I'm trying to avoid exporting to Excel.
2 answers
  1. Deepak K Anand (‎‎‎‎‎‎Zoom Communications, Inc.)
    Apr 6, 2016, 5:55 PM
    Hi Sati,

     

    What if you created a Rollup Summary field on the Account to COUNT the Number of Opportunities and then in the same Accounts w/ Activities report, you can add this new RUS field as a Filter Criteria(say RUS Field greater than 0).

     

    That way you have the Account that atleast ONE Opportunity and Activities.
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