Posted: 2014-10-17 13:43 |
In the Organisations tab of an Opportunity, you can list related Organisations and their relationships to the Opportunity... ...data in which you can report on as follows. Firstly, create a new Opportunities report and add the columns for each piece of information about the Opportunity you'd like to report on. I would recommend adding a column for Object reference as we'll be using that later in the report. To access the key related Organisations and relationship information, add the columns below. Related Organisation name: Related Roles > Related Organisations > Organisation name. Relationship: Related Roles > Relationship. Note that I added a criteria Related Roles > Related Organisation > Organisation name is not blank, as this removes any untidy entries. To limit the results displayed, in this example I also set a criteria for Opportunity name starts with Atlantic. Adjust your criteria accordingly depending on which Opportunities you wish to display. Now to tidy up the report, add a calculated field which concatenates both the Related Organisation name and Relationship columns together. Include ' - ' in your formula so that there is a neat separator between the organisation name and its relationship. Which yields the final Details view below. Now it's time to add a summary view to increase readability. Add a grouping column on the Object reference, then bring through the value columns you'd like to see on the summary view. To get the related Organisations onto a single row, use the GROUP_CONCAT function on the Org and Relationship column, remembering to include a ' , ' separator. Which leaves us with our final report!
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