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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/without SC Questions & Answers
and
Opportunities with Scorecard Questions and Answers
This These Custom Report type types will show a report reports with:
Scorecard Categories
Scorecard Questions
Scorecard Answers
Notes
The difference between these Report Types is:
Opportunities with/without SC Questions & Answers
Shows all Questions, answered or not
Opportunities with/without SC Questions & Answers
Shows only answered Questions
To create the 'Opportunities with Scorecard Questions /without SC Questions & Answers' and the 'Opportunities with Scorecard Questions and Answers' Report typetypes:
Go to Setup > in the Quick Find box enter Report Types > open it > click on New Custom Report Type
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> click on New Custom Report Type
Then, create one or both of the Custom Report Types:
To Create the Opportunities with/without SC Questions & Answers Report Type
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Primary Object: Opportunities
Report Type Label: Opportunities with Scorecard Questions and Answers
Report Type Name: OpportunitiesWithScorecardQuestionsAndAnswers
Description: Opportunities with Scorecard Questions and Answers
Store in Category: Opportunities
Deployment Status: Deployed
Next
Click on (Click to relate another object)
Select ClosePlan > Each “A” record must have at least one related “B” records
Select CP: Deal Questions > Each “B” record must have at least one related “C” records
Select CP Deal Question Answers > “C” records may or may not have related “D” records
Save
To Create the Opportunities with Scorecard Questions and Answers Report Type
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Primary Object: Opportunities
Report Type Label: Opportunities with Scorecard Questions and Answers
Report Type Name: OpportunitiesWithScorecardQuestionsAndAnswers
Description: Opportunities with Scorecard Questions and Answers
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
Select Scorecard CP: Deal Questions > Each “B” record must have at least one related “C” records
Select CP Deal Question Answers > “C” records may or may not have related “D” records Each "C" record must have at least one related "D" record
Save
| Info |
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Note: Scorecard Answers are found in unique fields for both Report Types |
Add Fields
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to both Report Types
For both Report types, fields need to be added to this report type via lookup.
Category Score %
Displays the score for individual categories in the Report based on the Template.
Sort Order
Orders Scorecard Categories in the Report based on the Template.
Title
Displays the Title for Contacts in the Contact Tracking type Questions
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Add Category Score % and Sort Order Fields
Click Edit Layout
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From View select CP: Deal Questions Fields > click Add fields related via lookup
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