I started with a matrix report and was able to see the record counts.
But my problem is I do not think a filter would solve this because I want to find where in an account there is 1 opp in monthly and 1 opp in semi annual.
Do you think I could use a custom formula field to say If there are two billing frequency in opp then put a check box. And filter via that?
Please let me know if you guys have any advice on how I might do this?
4 answers
Is Billing Frequency a Picklist field on the Opportunity object?
If it is you could create a Roll-Up Summary field on the Account that counts the Number of Opportunties for a specific Billing Frequency Type.Then create a custom Formula(Number) field on the Account that counts the number of Billing Frequency Type for the Account using a Formula like
IF(Count_Weekly__c > 0, 1, 0) +
IF(Count_Monthly__c > 0, 1, 0) +
IF(Count_Quarterly__c > 0, 1, 0) +
IF(Count_Annual__c > 0, 1, 0)
