Opportunities custom reporting option that includes Opp Tasks, Descriptions, AND Notes
Could a custom report for Opportunity ALSO include available fields for Opp Task Names, associated Descriptions and Notes text, as well as fields for the Profile associated with the Opportunity?
Currently, there are 3 potential Custom Reports (Task, Note, Opportunity) we can use to pull out almost all of this information, but the Available Fields vary dramatically within each of these, and none give a full Opportunity view or export.
Task custom report: Pulls in the Label+ for the profile associated with the Opportunity, Opp Type Name field, Opp ID#, Opp Task Name field, Stage Name, AND Task Description text field
Note custom report pulls in:
Task Type Name field +
full Note Text field
Ref Name field shows Opportunity ID#, BUT no Label/Name etc field for the Profile associated with the Opportunity, and no Task Description field
Opportunity custom report pulls in:
Profile ID#/Label etc fields
Stage Name
Opportunity Type Name, BUT no fields for Task Name, Task Description, or any Note fields
For full integrated reporting, one custom report should have all these possible Available Fields, with both names (of Stages, Task Type, Opportunity Type) and ID#s as options, and certainly with the ability to capture the 'full' contents of an Opportunity record with Note and Descriptions text.
Jesika Ellis
shared this idea
As an FYI...the current task report in Custom Reporting is actually Opportunity Tasks (not tasks). This will connect some of the fields you are requesting, but it does not include notes.
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Anonymous
commented
I know this is an old idea but would be great to be able to pull one report that pulls profile information and ALL opportunity related fields (including custom fields, and notes)
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Cathie Wier
commented
Yes!! We are pushing the use of opportunities and opportunity tasks right now. One report instead of three + Excel look-up tables would be much appreciated.
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Jesika Ellis
commented
Just another plug for this!