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/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)
Opportunities with ClosePlans - This is a 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
How to create the 'Opportunities with/without ClosePlan' 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/without ClosePlan
Report Type Name: OpportunitiesWithWithoutClosePlan
Description: Opportunities with/without ClosePlan
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
Save
Opportunities with Scorecard Questions and Answers
This report type enable to create report with ClosePlan Scorecard Categories, Questions, Answers and Notes.
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 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
For another object select Scorecard Questions > Each “B” record must have at least one related “C” records
For last object select Answers > “C” records may or may not have related “D” records
Save
Report type will not include Scorecard Category Score % field and Category Sort Order field to order the categories in the report based on the template. In this case these 2 fields need to be added to this report type via lookup.
Click Edit Layout
From View select Scorecard Questions Fields and hit Add fields related via lookup
Open Question Category
Select Sort Order and Total Score % fields > Ok
Find the fields in the Scorecard Question section and rename them for Category Score % and Category Sort Order
How to rename the fields: double clic on the field > rename > Ok
Click Save to save the layout.
Opportunities with Scorecard Questions and Tasks (Actions)
This report type will show Opportunities with Scorecard Categories, Questions, Notes and Tasks (named in the Scorecard as Actions)
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 Scorecard Questions and Tasks
Report Type Name: OpportunitiesWithScorecardQuestionsAndTasks
Description: Opportunities with Scorecard Questions and Tasks
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
For another object select Scorecard Questions > Each “B” record must have at least one related “C” records
For last object select Activities > “C” records may or may not have related “D” records
Save
Report type will not include Scorecard Category Score % field and Category Sort Order field to order the categories in the report based on the template ordering. In this case these 2 fields need to be added to this report type via lookup.
Click Edit Layout
From View select Scorecard Questions Fields and hit Add fields related via lookup
Open Question Category
Select Sort Order and Total Score % fields > Ok
Find the fields in the Scorecard Question section and rename them for Category Score % and Category Sort Order
How to rename the fields: double clic on the field > rename > Ok
Click Save to save the layout.