Hi,
I am trying to pull a report which shows All Accounts where we have had at least a minimum of one opportunity that was 'Closed Won'?
What's the best way to create such a report?
Hi,
I am trying to pull a report which shows All Accounts where we have had at least a minimum of one opportunity that was 'Closed Won'?
What's the best way to create such a report?
Hello,
with a standard report from Accounts module and applying a filter on Opportunities linked to the account you will get the list you want
if your concern is that you will have multiple lines for acccount with more then one opportunity won, you can rather use a summation report and group by account name (so for instance you can count the number of opportunities that are won.
Fred
Hello,
with a standard report from Accounts module and applying a filter on Opportunities linked to the account you will get the list you want
if your concern is that you will have multiple lines for acccount with more then one opportunity won, you can rather use a summation report and group by account name (so for instance you can count the number of opportunities that are won.
Fred
