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I am trying to make a report that shows Contacts with at least 1 Opportunity. I have accomplished this, however, I only want to see the contact listed once but also not grouped (like in photo)enter image description here.

Ideally, I'd like to just see the Contact Name and that date field just once and not for every opportunity.

Edit: The date field is related to the Contact and has nothing to do with the Opportunity record

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  • What Date field are you showing? If the Opportunity Close Date, and a Contact has more than one Opportunity, which record's Date do you want to show?
    – David Reed
    Jan 16, 2020 at 17:55
  • updated the question
    – MMeadows
    Jan 16, 2020 at 18:05

1 Answer 1

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You should apply a Cross Filter for "Contacts with Opportunities". Do this in a Contacts report rather than a Contacts and Opportunities report.

This will allow you to report at the Contact level, applying a filter based on Opportunities without including Opportunity data in the report body.

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