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Report type shows Relationship Maps only with Stakeholders = added Contacts to the map and automatically added Contacts from the Opportunity Contact Roles when CP is created.
This report type shows e.g. # Stakeholders, Stakeholders attributes = Contact Name, Decision Influence, Role, Relationship, Support Status, Notes
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 Maps with Stakeholders
Report Type Name: OpportunitiesWithMapsWithStakeholders
Description: Opportunities with CP Relationship Maps and with Stakeholders
Store in Category: Opportunities
Deployment Status: Deployed
Next
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Report type shows Relationship Maps with and without Stakeholders = added Contacts to the map, automatically added Contacts from the Opportunity Contact Roles when CP is created and opportunities where ClosePlan has been created but there is no Contact yet.
This report type shows e.g. # Stakeholders, Stakeholders attributes => Contact Name, Decision Influence, Role, Relationship, Support Status, Notes
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
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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 CP Deal Stakeholders > “B” records may or may not have related “C” records
Save
Account
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Report type shows Accounts with Relationship Maps and only with Stakeholders = added Contacts to the map.
This report type shows e.g. Relationship Map Name, # Stakeholders, Stakeholders attributes => Contact Name, Decision Influence, Role, Relationship, Support Status, Notes
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: Account
Report Type Label: CP Account Maps with Stakeholders
Report Type Name: CPAccountMapsWithStakeholders
Description: Accounts with Relationship maps and with Stakeholders
Store in Category: Accounts & Contacts
Deployment Status: Deployed
Next
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Report type shows created Relationship Maps with and without Stakeholders = added Contacts to the map and created maps where is not added Contact yet.
This report type shows e.g. Relationship Map Name, # Stakeholders, Stakeholders attributes => Contact Name, Decision Influence, Role, Relationship, Support Status, Notes
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: Account
Report Type Label: CP Account Maps with/without Stakeholders
Report Type Name: CPAccountMapsWithWithoutStakeholders
Description: Accounts with Relationship maps and with/without Stakeholders
Store in Category: Accounts & Contacts
Deployment Status: Deployed
Next
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Click on (Click to relate another object)
Select Account Maps > Each “A” record must have at least one related “B” records
For another object select Nodes > “B” records may or may not have related “C” records
Save
Accounts with Account Plans and with Whitespace Items
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Report type shows Accounts with Account Plans and Whitespace attributes = business units, product lines, metrics, account maps
This report type shows e.g. Account plan Name, Scorecard Score % overall, created Business Units, selected picklist for Product lines, Metrics, related Opportunities, Account maps, # Stakeholders (Contacts)
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: Account
Report Type Label: Account Plans with Whitespace
Report Type Name: AccountPlansWithWhitespace
Description: Account Plans with Whitespace attributes
Store in Category: Accounts & Contacts
Deployment Status: Deployed
Next
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Report type will not include # Stakeholders field. In this case this field or other fields from the Account Maps object need to be added to this report type via lookup.
Click Edit Layout
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From View select Whitespace Items Fields and hit Add fields related via lookup
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Open Account Map
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Select # Stakeholders > Ok
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To rename the field, go to Whitespace Items section and rename it for # Stakeholders
How to rename the fields: double clic on the field > rename > Ok
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Click Save to save the layout.
Accounts with Account Plan Scorecard Questions and Answers
This report type shows Accounts with Scorecard Score Categories, Questions, Answers and Notes
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: Accounts
Report Type Label: Account Plan Scorecard Questions with Answers
Report Type Name: AccountPlanScorecardQuestionsWithAnswers
Description: Accounts with Account Plan Scorecard Questions and Answers
Store in Category: Accounts & Contacts
Deployment Status: Deployed
Next
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Click on (Click to relate another object)
Select CP Account Plans > Each “A” record must have at least one related “B” records
For another object select Scorecard Questions > Each “B” record must have at least one related “C” records
For last object select Answers > “C” records may or may not have related “D” records
Save
Report type will not include Scorecard Category Score % field. In this case this field needs to be added to this report type via lookup.
Click Edit Layout
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From View select Scorecard Questions Fields and hit Add fields related via lookup
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Open Question Category
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Select Total Score % field > Ok
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Find the field in the Scorecard Question section and rename Category Score % field
How to rename the fields: double clic on the field > rename > Ok
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Click Save to save the layout.
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