Account Team and Opportunity History Report Query
We have a new requirement to get a list of opportunities where the owner of the opportunity is also present in the associated account with team role "abc".
I used two reports for this:
Report 1: Based on Account Team History subject area, I obtain all accounts where there are members with team role "abc". Account name and team member alias are among the columns in this report.
Report 2: Based on Opportunity History subject area, I have the opportunity name, opportunity id, account name and oppty owner alias in this report. Now I put in two filters here: one on alias field, using option "Filter based on another report" and pointing to the alias field of the first report. similar filter on the account name field, filtering on the account name field of the first report.