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Future Dated Activities

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edited Jul 29, 2019 3:30PM in General Transactional Reporting (OTBI) 3 comments

Summary

Show Opportunities with Future Dated Activities tied to them

Content

I posted this to the Reporting and Analytics for Engagement Cloud forum but I don't have great luck there so I'm putting it out here too.

Hello,

Our Sales Leaders require our Seller's to have at least one future dated activity on each opportunity.

Business problem we are trying to solve:

“Show me all of the opportunities that don’t have any future dated activities tied to them”.

 

I created a report and am using this Case When Statement to show all of the future dated activities on an opportunity.

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