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Durai Murugan
How to create a report lead & opportunity in same time
Hi,
i need to create a report with leads and opportunity's goal with month wise .here i have attached the image for refernce
i need to create a report with leads and opportunity's goal with month wise .here i have attached the image for refernce
I am not sure if I have understood your problem correctly. But if you want Lead and converted opportunity data in the same report then you have to create custom report type of object lead and "add fields related via lookup" so that you can have opportunity fields as well in the same report.
https://help.salesforce.com/articleView?id=reports_report_type_layouts.htm&type=5
I want to know if we can create a report combining these 2.
I tried to get a reports of leads and opportunity both in joined format look in separate block. It will show reports in block format and the same view format will show in sheet also.But i need to show that both separate block reports into single column in sheet.is it possible?
I am not sure if we can get the leads and opportunity in one column in joined report . I have tried it but I am not able to get the expected result . But I tried the same with summary report and got this.