CRM On Demand - Reports and Dashboards (MOSC)

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Design Analysis - Opportunity Product Revenue file with recurring revenue records

edited Apr 10, 2012 8:29AM in CRM On Demand - Reports and Dashboards (MOSC) 3 commentsAnswered ✓
Client has many opportunities involving recurring revenue. The key file for reporting is therefore the Opportunity Product Revenue file.

Reviewing the raw downloaded data, I note that the number of records exceeds the number of recurring periods by one. The extra record is structurally identical to all the rest within the same Opp-Prod-Rev Integration ID except that it is blank for the field "Revenue Plan ID". The report being requested by management is so simple when I look at the raw data ... I would use the filter "Revenue Plan ID" = blank ... and the report would write itself.

However, using Design Analysis, I have no access to "Revenue Plan ID" (that I can see) and the report returns multiple rows (one for each of the periods ... except for that "extra" one in the raw data). How can I write the report to either 1) invoke the "Revenue Plan ID" field as a filter or 2) output only the first of multiple rows within the same Opp-Prod-Rev Integration ID?

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