...
Opportunities with Maps and Stakeholders
To create the 'Opportunities with Maps and Stakeholders' Custom Report type:
Go to Setup > in the Quick Find box enter Report types > open it > click on New Custom Report Type
...
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’
These Custom Report types will show reports with:
...
The difference between these Report Types is:
Opportunities with/without SC Questions & Answers
Shows all Questions, answered or not
Opportunities with /without SC Scorecard Questions & Answers
Shows only answered Questions
...
This report type shows Opportunities with Playbook Events and Checklist Items.
To create this Report Type:
...
the 'Opportunities with CP Events and Checklist Items' Custom Report type:
Go to Setup > in the Quick Find box enter Report types > open it > click on New Custom Report Type
...
Click Save to save the layout.
...
Account Plan Scorecard Questions w/wo Answers and Account Plan Scorecard Questions with Answers
This report type shows Accounts with These report types show Account:
Scorecard Score Categories
...
Questions
...
Answers
...
Notes
...
The difference between these Report Types is:
Account Plan Scorecard Questions
...
w/wo Answers
Shows all Questions, answered or not
Account Plan Scorecard Questions with Answers
Shows only answered Questions
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 typesTypes > open it > click on New Custom Report Type
...
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
...
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 Account Plan Scorecard Questions with Answers Report Type
...
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
Save
...
Each "C" record must have at least one related "D" record.
Save
Add Fields - Applies to both Report Types
These Report types will not include Scorecard Category Score % field. In this case this This field needs to be added to this report type both Report Types via lookup.
To add this field:
Click Edit Layout
...
From View select Scorecard Questions Fields and hit Add fields related via lookup
...
Select Total Score % field > Ok
...
Find the Total Score % field in the Scorecard Question section and rename it to Category Score %field
To rename the fields: double click on the field > rename > Ok
...