+ Start a Discussion
SandrineSandrine 

Create Report for account which has at least one opportunity

Hello,

This is first time i will create report, i need advise on how should i achieve it.

1) I want to get the account details(Total number of account, also the name and siret of account) 
OF those accounts, who atleast have one opportunity. And the record type of that account should be "SYZ"
 
Best Answer chosen by Sandrine
Amit Chaudhary 8Amit Chaudhary 8
You can create one rollup summery field on Account to count number of Opp. And add same filter in Report filter is Counter > 0 then show all account.
Please let us know if this will help u

All Answers

sfdc Beginnersfdc Beginner
Hi Sandrine,

Use Cross filter on Report Accounts with Opportunities to create this Report.

If this solves your Problem, Mark it as the Best Answer.


Thanks,
SFDC Beginner.
Amit Chaudhary 8Amit Chaudhary 8
You can create one rollup summery field on Account to count number of Opp. And add same filter in Report filter is Counter > 0 then show all account.
Please let us know if this will help u
This was selected as the best answer
SandrineSandrine
What are steps to do cross filter,

I am more interested in total number of accounts also