the scenario is the following one:
- My client wants to be able to report his opportunities based on the Account Segmentation
- I cannot create new fields because we are in a system used by different countries, and the creation of a field on an object visible to global level required a lot of time
The Opportunity is a child of the Account. The Segment is an independent object, the Account_Segment is a join object, that connects Account and Segment.
My idea was to create a report with ReportType "Account with Opportunities" and put a cross filter that point to the lookup "Segment" of the object Client Segment.
The idea was cool, but it doesn't work. I tried to write the id in a different way, and I also put directly the name of the Segment (parent object): But still it doesn't work. The id is correct, the field is available for the filter. What am I missing? Is this one a limit/bug of SF?
If it is not possible to fix the problem with a new field, could a formula field help in the Client Segment object?
I saw that for instance when I put the filter segment different as "", some results are displayed, so that makes me think that maybe there is a way to use that field.