Skip to main content
Topics#Reports & DashboardsSue Lipsey 的问题
Sue Lipsey (ALearn, Willow Glen Foundation) 提问于 #Reports & Dashboards
2016年11月2日 22:05

Opportunities Rolled up Into Account

I want a simple report that shows by account total opportunities for last year (for instance) with other details. When I use the rollup field I get the correct data but a duplicate line item for each donation in that time period. Thanks
8 个回答
  1. Sue Lipsey (ALearn, Willow Glen Foundation)
    2016年11月3日 04:13
    I am using Total Gifts Last Year (roll up) but I thought it was an opportunity field. I now see that it is not. Duh.

     

    I have to use Account Report type and not an Opportunity Report type to avoid duplicates. Thanks!
撰写回答...
0/9000