Hello, I am trying to run a report that will pull both from "Contact" and "Opportunity". My end goal is to run a closed lost report that I can download onto an excel document with the following fields:
- Company Name
- Contact Name
- Closed Lost in 2023
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11:47 Oct 19, 2023
Hello,
To solve this task, there are several ways. For example, you can use "Manage a list" for the "Opportunity" section and display the necessary columns in it. You can also display aggregated columns with the "Contact" object (you can read about this in the academy article).
After these actions, you will be able to filter the records you need in the list and export them to Excel.
Additionally, you can use an Excel reporting add-on available on the marketplace.
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