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On the main CRM-Sales User Interface for the Opportunities table, there is the "Run Reports" list of developed reports available to the business users.
I created a new report with the Opportunities entity using the Report Wizard. I was able to add columns, filters, Group filters, Configure Sorting, and add Groupings by key fields.
However, I would like to add a "Count" function within the report to count the number of Organization levels setup within each Opportunity and report only those Opportunity records that have a count greater than 1. I also want to include that number as a column in the report. Essentially I would like the count function to be in the filters, or setup as a separate placeholder in the report, to count the number or organization level records within each Opportunity.
In the Report Wizard there doesn't appear to be an option to include either one of those capabilities.
At this time the work around is to have my users download the report to EXCEL, then add the count function, and use a Pivot table to isolate the Organization level counts.
Is there a way to include a count function in the Report Wizard? Is there a way to add SQL code to calculate counts in a report?
TIA
Randy
Hi,
If i understand it correctly then you want to create report which shows only those records having Org level steup count more than 1 and same count should be appear on report.
if yes then , please try with below approach:
1. Create one Rollup Field on Opportunity Entity which will store the related record counts as shown below:
2. After this in report add below filter:
3. Now in the report we can select required columns along with new rollup field as shown below:
Hope this helps.
Thanks,
Pradeep.
Please mark this as VERIFIED. if it helps.
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André Arnaud de Cal...
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