Reports - Adding display columns from other modules in an opportunity report

Question

Hi, I would like to pull in information from the Notes module when running an opportunity report. Sales users regularly save updates as notes on the related opportunity. Sales leadership would value being able to display the subject as well as the timestamp on the most recent note when looking at this pipline report. Is that possible. 
 My current report is a summation report with details. I'm looking at current open ops and grouping by our forecast categories. Ideally i could add the note subject and note timestamp as additional display columns on this report. 
 Thank you for your help!!!

Ruben Sanchez · Accepted Answer

Hi Ruben Sanchez , 
 There is no way to limit a report to only show the most recently created record related to the primary module you are reporting on. If you added columns for related note details, your opportunity report would replicate a row in the report for each note related to an opportunity and thus result in an inaccurate pipeline report. 
 Alternatively, you could create a set of fields on the Opportunity module to capture this context and use SugarBPM to generate note records. 
 
 Create the following fields in Opportunities via Studio:
 
 Text or TextArea field to capture the body of the note. Choose 'Text' if you never expect the contents to exceed 255 characters. 
 Datetime field to capture the date & time of the last note entry 
 Text field (optional) to capture the subject of the note

Add the text field(s) to the appropriate Opportunity layouts so users can fill in the details. If you add the datetime field to editable layouts, I recommend making the field read-only via roles so only SugarBPM can make changes to the value. 
 Create a process definition so that when an opportunity is either (1) created with a note field populated, or (2) edited with a new note field value, then update the datetime field on the opportunity and create a related note with value(s) your user entered. Your 'Create Related Note' action will use the appropriate variable(s) from the Opportunity fields: 
 
 This solution could also provide a potential benefit of increasing ease of use with your sales team as they no longer would need create separate related notes to the Opportunity, and the fields can be added to list views and dashboards to provide important contextual information. 
 Chris