Oportunity report missing oportunity that should be included.

I have been using the old insightly interface for some time and have used Opportunity Linked items report to generate my Opportunity report. I recently changed to the new insighly interface and it appears that any new opportunity entries entered after the change do not appear in the report.

If I use the opportunity report they do appear but not Opportunity Linked items report. My guess is it is something to do with the opportunity state/status field. Can you confirm this ?

I need the linked report as I wish to include the country.

Thanks

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  • Hello Steven,

    Keep in mind when you link records together, you create a network of connections between contacts, organizations, projects, and opportunities. A linked item report displays the connections for those main objects.

    With that being said if the newly created Opportunities are not linked to a record or are linked to another Opportunity the report will not show these records. 

    You cannot create a report for contacts linked to other contacts, projects linked to other projects, etc.

    Hope that helps! 

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