Hello gang,
It has been a while since I posted a question here and I am sure that one of you has an awesome suggestion as always.
I have a number of reports that I always refer to: Opportunities by expected close date and Oppts by sales stage, Oppt by value and some less used others.
I have variants of these reports for each reps in my team (so one global version and 3 versions of each reports , one for each rep).
Now I would like to filter the results of these reports on specific vertical / regional markets. Ex.: Oppts by sale stage for prospects in South Shore Region (“Region” is a field in the Oppts record).
Of course, I could create variations of these reports by adding an extra filter on the “Region” field.
However this solution would create even more reports and would make more difficult to navigate / search for the proper report.
Sooooo, is there a way to “temporarly” filter the results of reports without creating a whole new set? Something similar to filters when viewing oppts in the Oppt Module.
I can not see how however
Regards.
Max