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A
Anonymous
January 27, 2015
Question

Reporting on Opportunities

  • January 27, 2015
  • 2 replies
  • 1211 views
What is the easiest way to choose a program and get a list of the opportunities attributed to that program? If I wanted to edit those opportunities, or change my criteria, can I do this without changing my model?
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2 replies

Josh_Hill13
Josh_Hill13
Level 10
January 27, 2015
You should create a smart list. But in RCE it is different.
  • Smart List:
    • Has Opp is TRUE
    • Member of Program IS X
  • RCE
    • Program Analysis or Opp Analysis
      • Select Program filter
      • pull in Opp Name column.
    • you can edit the report to your heart's content.
As for editing the Opp directly, you can only do that in the CRM.
    A
    Anonymous
    January 28, 2015
    Thank you Josh!
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