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Hi- I am trying to generate a report that includes both active leads AND active opportunities in one report. Right now my report pulls Active Leads with Status NOT EQUAL to disqualified, Status Reason EQUAL to contacted, new, on hold. Unfortunately, this does not display the Opportunity records and if I add "qualified" as a condition for the Status Reason- the report displays all qualified opportunities, including those won/loss. I want a report to include only Active/Open leads and their associated opportunities but have not been able to use the Report Wizard to reflect these results. Any help would be greatly appreciated!
This is my steps to create a report that use Report Wizard to include only Active/Open leads and their associated opportunities .
This is the result.
If you follow these screenshots, could successfully create the report you need?
Thank you! This report does generate leads and opportunities, but it is pulling in opportunities that were won or lost- I'm trying to have the report only display active opportunities or those with status "In Progress" or "On Hold" or not "Won" "Lost" "Out Bid" or "Canceled" I tried adding opportunities that status equals open, but it is still includes won or lost. And I tried opportunities status reason equals open and it does the same. I figure it has something to do with including leads that are qualified, and it is not filtering out qualified leads that opportunity status is won or lost, etc.
So we set the report as follow.
Thank you! I have the report set with those conditions and it is still including won and lost opportunities. Also, I noticed I am not able to include status nor status reason for grouping on the report? I'm trying to upload photos, they are not displaying in the text box so I'm not sure if they will show with my reply.
1. This is very strange.
Please use Advanced Find to search the opportunities of status equals open, and see if the result in Advanced Find is correct.
BTW, in the report result, we can see its filter under the title. So check it.
2. When add the grouping, the first option "Record type" is for entity, the second option "Column" is for the field of the entity.
So we need to select "Record type" to Lead and "Column" to status.
Thank you again!
1. I do not have the option to search advanced find from the report screen:
I can see the filter summary and it is correct for leads that are not disqualified and opportunities that are Open.
I was able to add the sorting fields for status (leads) and status reason (opportunities). The report is populating won/closed opportunities and grouping them as leads status "Qualified", and Opportunities status reason as "Not Specified" The highlighted record is a won opportunity. The correct Active opportunities are further in the report and listed as "on-hold" or "in progress"
I tried the report again with a filter for opportunities with status reason equal to "in progress" or "on hold" and the "Not Specified" opportunities are still displaying. those opportunities were marked as won or lost, so I don't know why their status reason is "Not Specified"?
1. I am not referring to the Advanced Find of reports. Please see the image.
2. It seems that the Lead and Opportunity Status Reason in your environment has been customized.
Go to Customize the System, edit the Lead's Status Reason field and Opportunity's Status Reason field.
Check each Status and its options.
1. I used the advanced find and see the accurate 32 open opportunities generated from the Status = Open filter.
2. For the lead and opportunities status reason custom records- can you please confirm what specifically needs to be edited from the customize the system records to account for what's triggering the report to pull Won and Lost Opportunities that are not "Open"? Below are the screenshots from the system- I do not know how the opportunities are showing up as Unspecified if they are marked Won/Lost for Status which results in their Status Reason as Canceled, Out-Bid, or Won.
I've tried running the report with Opportunities with Status Equals Open AND Status Reason Equals In Progress, On Hold and that does not correct the results. I did the same for Status Equals Open AND Status Reason Does Not Equal Won, Out-Bid, or Canceled, and it also generates the same incorrect results.
Thank you for your continual help, I hope I am being helpful in uncovering what may be causing this odd occurrence!
Hello- I am following up on my previous post to see if there is any clarification or direction after sharing the update. Thank you!
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