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Overview
To create a Custom Report Type:
Click the Gear Icon in the top right > Set Up
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On the Set up Page, search Report Types > click New Custom Report Type
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Opportunity Custom Report Types
Opportunities with/without ClosePlan
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Click on (Click to relate another object)
Select ClosePlan and tick “A” records may or may not have related “B” records
Save
Opportunities with Maps and Stakeholders
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Primary Object: Opportunities
Report Type Label: Opportunities with Maps and Stakeholders
Report Type Name: Opportunities_with_Maps_and_Stakeholders
Description: Opportunities with Maps and Stakeholders
Store in Category: Opportunities
Deployment Status: Deployed
Next
Click on (Click to relate another object)
Select ClosePlan and tick Each "A" record must have at least one related "B" record.
Click on (Click to relate another object)
Select CP: Deal Stakeholders and tick Each "B" record must have at least one related "C" record.
Save
Opportunities with Scorecard Questions and Answers
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