davidhabib / Auctions-for-Salesforce

DJH Consulting's Auctions for Salesforce managed package
http://djhconsulting.com/auctions-for-salesforce/
7 stars 14 forks source link

include report for comparing Auction tickets purchased vs filled #119

Closed davidhabib closed 6 years ago

davidhabib commented 7 years ago

hub thread: https://powerofus.force.com/0D580000034bbXE

Caroline Renard (Technology Interpreter for Arts Groups) I've answered this question a number of times, here's a link to one of the threads: https://powerofus.force.com/0D58000002jK5ue. You can either add a custom formula field to Campaign Member, as David suggests, or create a new Custom Report Type with a lookup to the extra Opportunity field that you need. And then add a custom summary formula to the report. The "link" between Campaign Member and Ticket Opportunity is already created, but it doesn't pull over the Number of Tickets, which is what you need to add for this report.

davidhabib commented 6 years ago

new report Auction Tickets Purchased vs Filled included in version 4.12