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Opportunities with/without ClosePlan

ClosePlan Forecast Report can be created on the standard report type Opportunities with ClosePlans or on the custom report type Opportunities with/without ClosePlan..

  • Opportunities with ClosePlans - Standard report type. This Report shows only Opportunities with a ClosePlan. These reports cannot be modified; the standard fields in the report type layout cannot be renamed

  • Opportunities with/without ClosePlan - Custom report type. This Report shows Opportunities with and without a ClosePlan. In this Report, fields can be renamed, however, hidden fields and a few standard fields will not be available (e.g. Fiscal period, Age)

How to create 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

  • Enter Label (Opportunities with/without ClosePlan) and Name (Name will auto enter: OpportunitiesWithWithoutClosePlan) and the Description

  • Store in Category: Opportunities

  • Deployment Status: Deployed > Next

  • Click on (Click to relate another object)

  • Select ClosePlan and tick “A” records may or may not have related “B” records and Save.

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