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Can I create a join report with forecasting items and forecasting quotas information?

Knowledge Article Number 000181627
Description With Collaborative Forecasting (Forecasting 3) the standard report "Quota vs. Actual" is no longer available. However, it can be achieved with the use of Joined reports.
Resolution To create a join report with Forecasting Items and Forecasting Quotas you will need to work with the following workaround:

You will need to create 2 report types.

The first report type will have as Primary Object: Forecast Items (no secondary object will be added)
The second report type will have as Primary Object: Forecasting Quotas (no secondary object will be added)

To create a report type please follow the next steps:

 
  • Click Your Name | Setup | Create | Report Types to display the All Custom Report Types page.
  • Select New custom report type.
  • Select the primary object (as explained above please create one Report type for Forecast Items and another for Forecasting Quotas).
  • Add the Report type label of the custom report type. You can save the report type in the Forecast Folder.
  • Click on Next and Save.
  • Click Edit Layout on the Fields Available for Reports section.
  • Click Add fields related via lookup to display the Add Fields Via Lookup overlay, click on Owner link and search for the field Full Name and select this field, next click OK. (Follow these steps for each report type).
  • Save the changes.
In order to create a joined report please follow the steps below:
 
Click Reports Tab | New Report | Select Category and Report type ( Forecast / Forecasting Items) | Create | Add or remove Fields | specify criteria | Add filters (Optional) | Select Joined Report format | Add report type (Forecast / Quotas |  Add or remove Fields | specify criteria | Add filters (Optional) | Run report | Save.
 
Note: Remember that you must save the report in a public folder in order to share the report with other users. You can use the "Printable View"  for Joined Reports.




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