Skip to main content
Topics#Reports & DashboardsRawson Gulick's Question
Rawson Gulick (Broadmark Asset Management) asked in #Reports & Dashboards
Mar 20, 2015, 7:12 PM

How do I create a report that shows all account activity (open and activity history) and shows opportunities won and includes that information?

How do I create a report that shows all account activity (open and activity history) and also shows opportunities won and includes opportunity details? For example, we have two opportunities that recently closed, I want to show all the activities that went into closing those deals, which are saved at the account level. The "assigned to" activities are different than the "account owner" - I'm not sure if that makes a difference. I would prefer to filter by "closed won" opportunities. 
5 answers
  1. Geoffrey Flynn (Jarvis)
    Mar 23, 2015, 7:00 PM
    For this you could do a Roll-Up Summary field on Accounts that is a Count of Closed Won Opportunities, and then filter for that field to be greater than zero.

     

    The reason I mentioned the Activities is that if you can get it sorted out, you won't even need the join report anymore and you can just report on Opportunities with Activities as a single report type
Write an answer...
0/9000