1 Reply Latest reply on Jan 12, 2018 7:55 AM by Sara Greaves

    Revenue Explorer: How to add filters?

    Ricky Wolff

      Hi all!

       

      I was working on building reports with the Revenue Explorer; more specially with the Program Opportunity Analysis Report. Unfortunately, I ran into a slight issue.

       

      For certain event Program Channels, we have various success criteria. I'm building a report to show how much of an influence a certain event had to an opportunity. However, I'd also like to filter on Program Success criteria. This is not a filter in the Program Opportunity Analysis report. How can I add this as a filter?

       

      Also, the Program Opportunity Analysis does not have a field to display company names; just opportunity names. For reporting purposes, it would be useful to include company names. How would I go about adding this as a field? Is this even possible?

       

      Thanks in advance for your help!

       

      Ricky