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Results tagged with reporting
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user 20568
General questions relating to reports, but not dashboards, in Salesforce. Report formats may be tabular, matrix, summary, or joined.
1
vote
2
answers
964
views
Reporting on post 90 days of completion date
We are trying to create a report showing Opportunities that have checkbox on their Account 'Was this a Referral?' post 90 days of a date field on the Opp.
I set the report criteria as 'Was this a Re …
CommunityBot
- 1
0
votes
0
answers
41
views
Custom Objects Reports and Custom Fields
We have a custom object called 'Buildings' we already are using the declaritive tool for rollup fields bc of the M-D relationship issue to Accounts and Opportunities.
We are looking to build a repor …
- 99
0
votes
1
answer
74
views
Custom Fields and Reports
On the Opportunity we have a custom field called 'Contract Term' it is a picklist with values 12 Months, 24, Months, 36 Months and 60 Months.
So Customer installation Complete Date is the start date …
0
votes
1
answer
333
views
Reporting Install Date +90days
I am trying to create a report based on the 'Customer Installation Completed Date'plus 90 days on the Opportunity AND 'Was this a Referral?' Checkbox on the Account is True
I tried to create a formul …
- 663