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Opportunities - report last/next meeting

Question asked by Laura Hughes on Sep 28, 2017
Latest reply on Oct 6, 2017 by Alan Beam

I want to write a report that will show all CRM Opportunities, and the date/subject of the last meeting linked to that opportunity, and the date/subject of the next scheduled meeting linked to that opportunity. If there is no previous or future meeting then I want the Opportunity to be listed but those fields to be left blank. 

 

Every time I try to build this in the reports writer I can get a report that shows all previous meetings and all scheduled meetings, and misses out any opportunities with no meeting held/scheduled. 

 

Anyone found or can recommend a way to create this report? The only way I have been able to do it is exporting 3 reports into an Excel sheet with vlookups which isn't ideal!

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