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Topics#Reports & DashboardsZach Ackerman 的问题
Zach Ackerman (Armada Global) 提问于 #Reports & Dashboards
2017年1月12日 15:10

How to report on campaign members with opportunities

I'm attempting to report on all campaign members with their opportunities (campaign member is in the contact role of the opportunity). I was able to build a campaign with contacts report and use a cross filter, but that doesn't give me the ability to see individual opportunity data. Is there a way to accomplish this?
19 个回答
  1. Evan Ponter (Ponter Solutions)
    2024年8月27日 20:50

    @Jingjing Fang Create a custom report type. Primary Object = "Campaigns". Then on the second page, relate "Contacts" as object B using 'Each "A" record must have at least one related "B" record.', then relate "Opportunities" as object C using '"B" records may or may not have related "C" records.'

    Create a custom report type. Primary Object =

    Reports generated from this custom report type will display a detail row for every unique combination of Campaign Member and Opportunity Contact Role for each contact, plus a detail row for each Campaign Member where the Contact does not have any Opportunity Contact Role records meeting the filter criteria.

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