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SeaTec
YTD Sales Report grouped by user.manager field
Can anybody point me in the right direction here. Im want to use the user.manager criteria because we have a weird structure in one of the sales branches which has two sales managers. Id like to run a report containing opportunity information grouped my the individuals managers.
THank you
~Anthony
You will need to create a custom report template for this since the opportunity owner's manager is not available in the standard report templates.
Search for "custom report type" in online help if you are not familiar with this feature. It is available for Professional, Enterprise, and Unlimited editions.
You will want to choose the opportunity object. Once saved, you will need to edit the layout and click on Add fields related via lookup. It is from here that you will be able to get to the owner's manager.