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Opportunities with Scorecard Questions and Answers
This report type enable enables to create report with ClosePlan Scorecard Categories, Questions, Answers and Notes.
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Opportunities with Scorecard Questions and Tasks (Actions)
This report type will show shows Opportunities with Scorecard Categories, Questions, Notes and Tasks (named in the Scorecard as Actions)
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Click Save to save the layout.
Opportunities with Playbook Events and Checklists Items
This report type shows Opportunities with Playbook Events and Checklist Items.
Go to Setup > in the Quick Find box enter Report types > open it > click on New Custom Report Type
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Primary Object: Opportunities
Report Type Label: Opportunities with CP Events and Checklist Items
Report Type Name: OpportunitiesWithCPEventsAndChecklistItems
Description: Opportunities with CP Events and Checklist Items
Store in Category: Opportunities
Deployment Status: Deployed
Next
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Click on (Click to relate another object)
Select ClosePlan > Each “A” record must have at least one related “B” records
For another object select ClosePlan Events > Each “B” record must have at least one related “C” records
For last object select Checklist > “C” records may or may not have related “D” records
Save
Opportunities with Playbook Events and Tasks (Actions)
This report type shows Opportunities with Playbook Events and Tasks (named in Playbook as Actions)
Go to Setup > in the Quick Find box enter Report types > open it > click on New Custom Report Type
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Primary Object: Opportunities
Report Type Label: Opportunities with CP Events and Tasks
Report Type Name: OpportunitiesWithCPEventsAndTasks
Description: Opportunities with CP Events and Tasks (Actions)
Store in Category: Opportunities
Deployment Status: Deployed
Next
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Click on (Click to relate another object)
Select ClosePlan > Each “A” record must have at least one related “B” records
For another object select ClosePlan Events > Each “B” record must have at least one related “C” records
For last object select Activities > “C” records may or may not have related “D” records
Save