I have a report for schedule payments for a year that has:
Account name - opportunity name - schedule month - schedule amount
I need to exclude certain account's schedule amount for January only.
for example account name "Electra", I want to see all payments except January for electra, without touching the rest of the payments for the other accounts.
I need a rull that says: if account name = electra than exclude payment for schedule month= January
please help
Thank you!
Tali
3 个回答
In your report, you can add Filters for
AccountName equals Electra
Payment Date > 1/31/2013
AccountName not equals Electra
Payment Date > 1/1/2013
Then add Filter logic to the report "(1 AND 2) OR (3 and 4)"If the conditions that you want to include or exclude a record will change, you can also create a custom formula field on the Opportunity object called, for example 'include in reports'. The formula can result in "true" or "false" based on your criteria. Then, your report can just have a filter that says
Include in report equals true
