In my instance, the "opportunity source" field is a multi-select list.
I would like to create a summation w/ details report with a chart showing the summed value for each opp source type.
Here's the issue: your existing reporting functionality takes every possible combination of values and presents it as a separate data group.
For example, let's say a user picks two options: Event and Cold Call
Rather than cross-listing the opportunity in separate Event and Cold Call groups, Sugar creates an entirely new group. So now my report contains groups for:
- Cold Call
- Event and Cold Call
When you're trying to get a top-down view of which source contributed to ROI, this makes no sense. For our purposes, it would be super helpful if the records could be cross-listed across source types rather creating separate groups for every possible permutation.