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Click Save to save the layout.
Account Plan Scorecard Questions
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w/wo Answers
and
Account Plan Scorecard Questions
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with Answers
These report types show Account:
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The difference between these Report Types is:
Opportunities with/without SC Questions & Account Plan Scorecard Questions w/wo Answers
Shows all Questions, answered or not
Opportunities with/without SC Questions & Account Plan Scorecard Questions with Answers
Shows only answered QuestionsQuestions
To create the Account Plan Scorecard Questions w/wo Answers and the Account Plan Scorecard Questions with Answers Report types:
Go to Setup > in the Quick Find box enter Report Types > open it > click on New Custom Report Type
Then, create one or both of the Custom Report Types:
To create the Account Plan Scorecard Questions w/wo Answers 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 with or without Answers
Store in Category: Accounts & Contacts
Deployment Status: Deployed
Next
Click on (Click to relate another object)
Select CP Account Plans > Each “A” record must have at least one related “B” records
Select Scorecard Questions > Each “B” record must have at least one related “C” records
Select Answers > “C” records may or may not have related “D” records
Save
To create the
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Account Plan Scorecard Questions with Answers
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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
...
Click on (Click to relate another object)
Select CP Account Plans > Each “A” record must have at least one related “B” records
Select Scorecard Questions > Each “B” record must have at least one related “C” records
Select Answers > “C” records may or may not have related “D” records Each "C" record must have at least one related "D" record.
Save
Add
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Fields - Applies to both Report Types
This These Report type types will not include Scorecard Category Score % field. This field needs to be added to both Report Types via lookup.
To add this field:
Click Edit Layout
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From View select Scorecard Questions Fields and hit Add fields related via lookup
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