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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” recordsFor another object select
ClosePlan Select CP: Events > Each “B” record must have at least one related “C” records
For last object select Checklist Select CP: Event Checklist Items > “C” records may or may not have related “D” records
Save
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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” recordsFor another object select
ClosePlan Select CP: Events > Each “B” record must have at least one related “C” records
For last object select Activities Select Feed: CP: Event > “C” records may or may not have related “D” records
Save
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