Sean Dillon Red Ribbon

Hello there and thanks for your reply, this method worked partially, but only when i put one of the two customers i want to include in the report. I tried adding two Customer ID/name filters for both customers but returned no matching criteria, is there a way in which i can add the two customers to this field? Thanks again…

Hello there, thanks for getting back to me, i have now managed to pull the Projected total and Est gross profit for the Opps, plus the corresponding Sales Orders linked to the Opps. The tricky part has been pulling the cost and sell totals on the Sales order, plus the consolidated value of all POs raised from a Sales…

Apologies for the late reply, i tried the above but it only returned the designation Non Inventory item in the Type column, not the specific items per Opp, i tried Line Item and this did pull in the necessary items, now i just have to work out how to display what percentage of the overall Opp sell total is made up of Non…

Hello there, thanks for getting in touch, the report is a Forecast report with the below fields currently: I'm trying to include an Item field with Non Inventory items displayed when they are included as part of the Opportunity, but returning no Criteria when i try. Not allowing me to add an item column to the Columns…

That's great, and works!, thanks ever so much for your help.

Your report looks to be exactly what i'm looking for, unfortunately still having the same issue, see below, apologies.

Unfortunately that Saved Search has now definitely become uneditable, will not allow me to go back via Shortcuts or Dashboard will try another with the same criteria, thanks very much for your help.

Have managed to get back in, see below for filter

Hi there, the error box is below, now saying a syntax error, and unfortunately not letting me go back into the Saved search to edit.

Hi there, many thanks for getting back to me, have tried inputting the formula and it keeps coming up with an error box saying i am two characters over the limit?