Saturday, September 15, 2018

Create an opportunity report to show the opportunity status and items details like item name & purchase price

A.) Navigate to  Lists > Search > Saved Searches > New > Transaction, Status is available but this field will only show the transaction status and not the status value coming from the Status field on the opportunity
B.) Navigate to  Lists > Search > Saved Searches > New > Opportunity, Opportunity Status is available but no item fields to get the item details

Navigate to Reports > Financial > Transaction Detail > Customize > Edit Columns
--Remove unnecessary columns like Account, Clr, Split
---Click Transaction folder > Status folder: select Name
---Click Transaction folder > Item folder: select Purchase Price (or select any field you would like to show)
--Under Filters > Transaction folder > Transaction Type subfolder, click either Abbreviation or Long Name=equal to OPP(Opportunity)

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