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Tuesday, September 10, 2013

Using Salesforce joined report for User target

Background: 
Business would like to have a report in Salesforce to list number of opportunities owned by a sales rep, include information of number of closed won opportunity with target of number of report for each sales rep.

Solution:
Create a joined reports.

Steps:
1. Create a custom field with number type in User object

2. Create custom report type with Primary Object = Opportunity

3. In the report type, add custom field created to the Custom Report Type from Add fields related via lookup » then Select Opportunity Owner >> and fields needed.


4. Create a new report using new report type created
Select joined report, add report blocks, set filter and date range for each block then and add fields needed. You also can Add Formula and Cross Block Formula as needed for the report.