I’ve spent a good amount of time trying to figure out or find this answer -

I created a report showing fields from both Accounts and Opportunities and there are sometimes multiple Opportunities tied to 1 Account. I want to only show the Opportunity that has the latest date in that field when there are multiple.

Here is a screenshot showing what I am trying to do. Thanks!

enter image description here

  • 3
    This is not possible out of the box. One solution: create a roll-up summary field on Account that is populated with your latest opportunity's created date, then filter on this field in your report.
    – identigral
    Jul 22 at 4:05


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