CRT-211 · Question #179
Cloud Kicks uses a dashboard with multiple components based on Account, Case, and Opportunity reports. The system administrator adds a dashboard filter on Account Owner. When filtering the dashboard…
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Question
Cloud Kicks uses a dashboard with multiple components based on Account, Case, and Opportunity reports. The system administrator adds a dashboard filter on Account Owner. When filtering the dashboard by Account Owner, records are now missing from several Opportunity components. What is the recommended way for the system administrator to resolve this issue?
Options
- AAdd a cross-filter to the Opportunity source reports.
- BUse a custom report type for Accounts with or without Opportunities.
- COn the Opportunity components, change the equivalent field.
- DCreate a joined Accounts and Opportunities report for the components.
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