收藏Brook Bailey (UCAS) 提问于 #Reports & Dashboards2018年5月29日 15:39Does an Organisations with sales opportunities base report exsist?i need to be able to report on organisations that have sale opportunities. Does a base report type exsisit for this of would a custom base report need creating? I wish to Identify who we are doing business with and where the gaps are. Cheers1 个回答排序按日期排序按最有帮助排序按日期排序Kelly Kanches (NC Squared)2018年5月29日 16:12Hi Brook, You can add a cross filter to an Account report to look for Accounts with Opportunities Reports > Report Type Acocunt > Filters > Cross Filter 显示更多添加评论撰写回答...粗体斜体下划线删除线项目符号列表编号列表添加链接代码块插入图像附加文件链接 URL取消保存0/9000回复
Kelly Kanches (NC Squared)2018年5月29日 16:12Hi Brook, You can add a cross filter to an Account report to look for Accounts with Opportunities Reports > Report Type Acocunt > Filters > Cross Filter 显示更多