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Nandhini S 3
Need help on a report
Hi Guys,
I'm creating a report with 'Opportunity and opportunity team'. I need to display a specific role as a column in the report.
Ex. one of the team member role is 'Sales manager'
my report should have columns like- opportunity name, sales manager,created date
How can i display only 'Sales manager' role in the report.
I'm creating a report with 'Opportunity and opportunity team'. I need to display a specific role as a column in the report.
Ex. one of the team member role is 'Sales manager'
my report should have columns like- opportunity name, sales manager,created date
How can i display only 'Sales manager' role in the report.
Create a custom report type.
Did the custom report type serve the purpose?
Regards,
Ritu
Yes. The custom report type works.
I have one more question. How to get the list of reports which uses a particular report type?
https://help.salesforce.com/articleView?id=000327673&type=1&mode=1