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Copy list of Customers into a filter field
Hi,
I'm trying to create a report which is to include the forecast of a list of customers. I have the list in excel (derived from a saved search), is it possible to copy and paste it somehow into a filter field in the reporting tool?
I don't like the idea of having to enter 500+ customers manually.
The list of customers is collected where a sales rep X is part of the sales team for a specific customer(custom record)
so basically what I want is:
Select customer, sum(forecast)
from forecast(?)
where customer in(select customer from sales_team where sales.rep = 'X')
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