Reporting on Opportunities

[Anonymous]

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?

[Josh_Hill13]

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.

[Anonymous]

Thank you Josh!