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 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.