Opportunity Stage Types in Reporting
|Knowledge Article Number||000176852|
|Description||Opportunity Stage Types are an important part of Reporting on Opportunities. These Stage Types pull in to the Opportunity Status Filter on a Report.
You have a Custom Opportunity Stage called "Closed - Out of Business". You have set the Type for this Stage as "Open".
You have a Report where the Opportunity Status Filter is set to show "Open" Opportunities.
Upon further inspection of the Report, you see that Opportunities with the Stage "Closed - Out of Business" are showing in the Report. You would prefer that these Opportunities not be referenced in this type of Report.
|Resolution||In this instance, you can go to |Setup| |Customize| |Opportunities| |Fields| and click on the Stage Field in the Standard Fields section.
Click Edit next to the "Closed - Out of Business" value.
Change the Type from "Open" to "Closed/Lost" and click Save.
If the "Closed - Out of Business" value is inactive, you may want to delete the value and replace it with an active value with the Type of "Closed/Lost". This will change historical Records so they pull into Reports properly.