09-14-2011 09:29 AM
I need help with filtering and running the Opportunity Report--"Pipeline Report and Products by Sales Process and Stage." The method that I have been using is the following: I create a Lookup by going to the Opportunities Tab, then Lookup Tab, then Advanced Query (Type=Opportunities, Field Name=Opportunity Name, then Contains, Value=the specific opportunity name), then Replace Lookup. Then I go the Reports, Opportunity Report, then open the above Pipeline Report. And the Preview shows ALL the Opportunity Names -- not just the specific opportunity name in the Lookup. Help!!
I know this can be done because I have a copy of the report run off by a former employee.
I would so appreciate any help someone could provide.
09-14-2011 10:26 AM
The only filter for that report is date range. Estimated close date for open opportunities and actual close date for closed opportunities
09-19-2011 06:36 AM
Thanks for responding. But I have a copy of the same Pipeline report, filtered by Opportunity Name and Product Name, that was created by a previous employee here.
Is there any way that I can edit a template or create a subreport to do this?
Thanks a bunch!