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Topic

    Madhav Reddy
    Master Detail Report to show Account and their Opportunities
    Topic posted January 5, 2018 by Madhav ReddyBlue Ribbon: 750+ Points, last edited September 14, 2018 by Hemal KapasiBronze Trophy: 5,000+ Points, tagged Account, Activity, Opportunity, Sales Executive, Sales Manager, Shared Reports 
    194 Views
    Title:
    Master Detail Report to show Account and their Opportunities
    Summary:
    Shows the Master Detail report functionality by using Account and their Opportunities information
    Content:

    Business Use Case:

    Shows the Master Detail Report functionality displaying the Account and their Opportunity Details.

    Sales Manager/Representative needs to view

    1. The Account count and its details in the form of Master Detail report functionality for Current Quarter
    2. The Activity count and its details for Current Quarter
    3. The Opportunity count and its details for Current Quarter

    for all Accounts,Activities and Opportunities that are owned by him or by his subordinates. 

    Note -
    With the Master Detail functionality, the data in second table view i.e. list of Opportunities changes based on the Account name selected in the first table view. This makes it easier to see the data for different entities in the same report view.

    How to deploy:

    1. Un-archive “Master Detail Report by Account. Catalog” file which has all the individual report, dashboard prompt and the dashboard.
    2. Ensure that you un-archive it under /shared/custom folder to retain the references that the dashboard has to those individual files (else you may correct those again in the dashboard)
    3. Master Detail Report by Account Dashboard comprises 4 reports :
      1. Master Detail Report by Account : Shows the Account details in form of Master Detail functional format displayed in both Table and Pie Chart views
      2. Tile: No of Customers: Shows the Account count and its details on drill down
      3. Tile: No of Activities: Shows the Activity count and its details on drill down
      4. Tile: No of Opportunities: Shows the Opportunity count and its details on drill

    Implementation notes:

    • Shows the data for the logged in user or the subordinates reporting into him.
    • Current Time dimension is defaulted to Current Enterprise Quarter. Use Time Dimension filters as necessary
    • Please refer the Master detail documentation to understand how this works and to create new master detail report as per your requirement  
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