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Wallace Oliveira
Reports by Year
Hi,
I wanted to be able to visualize my customers, who bought again in consecutive years in a report.
Accounts with Opportunities closed and earned in 2017 and 2018 and 2019 for example.
What is the best way? Please help me!
I wanted to be able to visualize my customers, who bought again in consecutive years in a report.
Accounts with Opportunities closed and earned in 2017 and 2018 and 2019 for example.
What is the best way? Please help me!
Display the Account name, Opp names
Filter by Opp status
Filter by Date - Custom date
Grand totals and subtotals. You dont need details or record counts.
Group by account name.