Weekly Opportunity Report

October 8, 2024in Salesforce

Building a Weekly Opportunity Report with Different Criteria for Various Opportunity Types

An individual was attempting to create a weekly opportunity report using complex filter logic to accommodate different criteria for various types of opportunities. Initially, they tried using the standard “Gifts with Payments” report type but faced challenges due to the nature of the opportunities. Some opportunities needed to be included based on the Close Date, while others were based on the GL Post Date.

Since some opportunities have multiple payments, they wanted to use the GL Post Date from the payment record. However, not all opportunities have payment records, such as in-kind gifts. When they filtered by the Payment GL Post Date, it excluded all in-kind gifts, even though this filter was not relevant to them. The in-kind gifts matched the logic for the Close Date (e.g., 2 AND NOT 4 AND NOT 6 AND 8), but they were still being excluded.

Here’s the challenge they faced:

The filter logic they set up excluded the in-kind gifts, even though they should have been included based on their close dates.
They attempted to use a different report type (“Opportunities with or without Payments”), but discovered that this report type did not allow them to use OR in the filter logic, which was a significant limitation.

They also highlighted that the General Ledger Post Date and Payment GL Post Date are custom fields populated manually.

The individual is looking for a solution to resolve this issue, allowing them to generate a report that properly includes opportunities based on the necessary criteria while keeping in-kind gifts in the report.