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Can You Build A Report To Filter On Non-Primary Team?

Vince Outlaw

We have Opportunities that are assigned to multiple teams (e.g. Global, Las Vegas, So Cal Teams), where 1 of the teams is the Primary (e.g. Global), and would like to report on the Opportunities that have been assigned to a particular team (e.g. Las Vegas). I can't find a way to build a Report Filter that looks at all teams, not just the Primary Team. 

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    Hello Vince,

    André Lopes answer might not work because teams are a non-db field, A non-db field is not stored in the DB. As such; reports can not use such a field. Reports query the DB directly and since your field is non-db the SQL that is generated is invalid.

    Maybe you can try making team_id field in the vardefs as reportable => true. But for that, you will need to know the IDs of the team you want to run the report on. I hope this helps.

    Kind Regards,

    Rolustech Support
    Email: support@rolustech.com
    Website: www.rolustech.com

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    Hello Vince,

    André Lopes answer might not work because teams are a non-db field, A non-db field is not stored in the DB. As such; reports can not use such a field. Reports query the DB directly and since your field is non-db the SQL that is generated is invalid.

    Maybe you can try making team_id field in the vardefs as reportable => true. But for that, you will need to know the IDs of the team you want to run the report on. I hope this helps.

    Kind Regards,

    Rolustech Support
    Email: support@rolustech.com
    Website: www.rolustech.com

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