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Satish S 27 Creating Report Challange
Hi,
I was taking a challange for creating a report. Here are the istructions / steps to create the report,
Create a report that shows high-value opportunities.
Create a report to show opportunities that are greater than the amount specified below. Note: Because this challenge includes a USD currency filter, you may need to update your personal preferences. Go to My Settings | Personal | Language & Time Zone and change the Locale to English (United States) and the Language to English and click Save.
Name the report 'High Value Opportunities' and save it to the 'Unfiled Public Reports' folder.
The new report should be of type Opportunities.
The report format should be tabular.
The report should show all opportunities, of any status or probability, with any close date.
The report should include these columns: Opportunity Name, Type, Amount, Close Date, Stage, and Opportunity Owner.
The report should have filters for opportunities of an Amount greater than $25000 USD and opportunities where the Stage is not equal to Closed Won or Closed Lost.
If you delete your report and empty your recycle bin, the report name 'High Value Opportunities' won't be available anymore. Don't worry! Just add a number to the end of the report (e.g., 'High Value Opportunities1').
I created a report, please refer the attached screen shot.
When I test the challange, I am getting this error message, "Challenge Not yet complete... here's what's wrong:
Please check that you have a filter for Stages that are not equal to Closed Won or Closed Lost."
Am I missing anything here and the way I handled the OR condition is correct? Please help me on the same.
Thanks,
Satish.
I was taking a challange for creating a report. Here are the istructions / steps to create the report,
Create a report that shows high-value opportunities.
Create a report to show opportunities that are greater than the amount specified below. Note: Because this challenge includes a USD currency filter, you may need to update your personal preferences. Go to My Settings | Personal | Language & Time Zone and change the Locale to English (United States) and the Language to English and click Save.
Name the report 'High Value Opportunities' and save it to the 'Unfiled Public Reports' folder.
The new report should be of type Opportunities.
The report format should be tabular.
The report should show all opportunities, of any status or probability, with any close date.
The report should include these columns: Opportunity Name, Type, Amount, Close Date, Stage, and Opportunity Owner.
The report should have filters for opportunities of an Amount greater than $25000 USD and opportunities where the Stage is not equal to Closed Won or Closed Lost.
If you delete your report and empty your recycle bin, the report name 'High Value Opportunities' won't be available anymore. Don't worry! Just add a number to the end of the report (e.g., 'High Value Opportunities1').
I created a report, please refer the attached screen shot.
When I test the challange, I am getting this error message, "Challenge Not yet complete... here's what's wrong:
Please check that you have a filter for Stages that are not equal to Closed Won or Closed Lost."
Am I missing anything here and the way I handled the OR condition is correct? Please help me on the same.
Thanks,
Satish.
Please check below screenshot.
Note: You have to add filters for a stage with both Closed Won or Closed Lost for this you need to select both Closed Won orLost at the same time from your lookup icon.
Hope this helps you.
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Thanks and Regards
Sandhya