I am creating a matrix report for Opportunities. The rows are summarized by Account Name and then by Related Asset. The columns are Stage.
I want to run two reports:
- To make sure all Assets are covered by an Open Opportunity. (So, I'd like to filter the grand total is <1 or =0).
- To make sure there aren't multiple Opportunities per Related Asset. (so, >1)
Is it possible to create a logical check on the Grand Total of each line item to achieve this?
8 个回答
Hi Steve,
Here is a clip of the matrix report when run:
I would like to do two separate reports. For the report above, there are two assets (sorry for obscuring the name). The lower row shows exactly what I would want to ommit if I were running the report that would highlight duplicate opportunities for a single asset (the top row). I would want to know why there are two opportunities for a single asset, which shouldn't be the case in our sales process. (Just means that the account manager is not effecitvely managing their customer's assets).
Does that help?
