Answered

Report is showing wrong data

Our report is setup to selcect for opportunities that are State = Open. but, when report is Run the data shows some Lost &
Suspended orders

0

Comments

1 comment
  • Hi Keoke,

    Hope you're having a great day.

    You're current filters are setup as ("Opportunity State" equal to "Open" AND "Current Pipeline Stage" equal to "RFQ") OR ("Current Pipeline Stage" equal to "Qualified Prospect").

    That will return any Opportunities that are "Open" and in the "RFQ" stage, and in addition any Opportunities in the "Qualified Prospect" stage.

    We need to use filter logic in order to group both "Current Pipeline Stage" filters so that the system sees it as ("Opportunity State" equal to "Open" AND ("Current Pipeline Stage" equal to "RFQ" OR "Current Pipeline Stage" equal to "Qualified Prospect")).

    To to this you'll want to click the "add filter logic" button towards the top right of the report.

    Then you'll want to use this filter logic: 1 AND (2 OR 3).

    That will return the correct results.

    Hope that helps!

    0
    Comment actions Permalink

Please sign in to leave a comment.