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Opportunities with Products Reports Include Opportunities without Opportunity Line Items

Publiseringsdato: Oct 13, 2022
Beskrivelse

The Standard report types Opportunities with Products and Opportunities with Products and Schedules do not follow the same behavior as many of our other standard report types.

Normally, a report type with this naming scheme would require that a Product (Opportunity Line Item) has been associated with any Opportunity displayed on the results of the report, which is not true for this report type.  Instead, the results of this report will include both Opportunities with and without associated Products (Opportunity Line Items).

The Opportunities with line items will display the applicable information from the line item records. The Opportunities lacking of an attached product will simply show the product information as blank. 

Løsning

The Has Products field can be used to narrow the scope of the report using a True or False value.  Alternately, implementing a Cross Filter of Opportunities with Products will also produce desired results. 

Knowledge-artikkelnummer

000385921

 
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Salesforce Help | Article