Reporting on Collaborative Opportunities - More Than One Assigned Fundraiser per Opp

Vered Siegel

I typically use Customer Support to affirm that what I want to do can't be done, so instead of hassling them today, I'll see if anyone here has come up with something clever.

I want to show - report, dash, query, list, anything! - what Opportunities have more than one assigned Opp solicitor. I cannot figure out how to do it. It might not be possible. Any ideas? I know I can do a Opp List and filter by Fundraiser in the web view Lists, but I have to actually select the Fundraisers. I just want the number of Opps with more than one Fundraiser assigned.

Maybe this is right in front of my face and I can't see it.

Alex Wong

@Vered Siegel
Opportunity = Proposal in Database view.

So you can do a DB query and query the proposal data and then find proposal that has more than one solicitor, however, you will somehow need to be able to determine individual proposal records as query doesn't give you a proposal ID (Opportunity ID). (if some constituent has more than one opportunity, you will have issue if you don't have another “unique” piece of info.

The better way to do this is to use SKY API Opportunity list, which will provide Opportunity ID. and if you go this route, you can even automate to only show you those with more than fundraiser.

Delphine Rocher-Lewis

@Vered Siegel I've done this a few times by simply using the Lists feature in Web View, exporting my Opportunities and working directly in Excel (for example, using conditional formatting to highlight any “;” in the Opportunity Assigned to column). Probably not the most tech-forward method, but it's quick!