I am looking for a way to show details about opportunities for open opps with close dates this quarter, and, importantly, have *the same view* of these details for everyone.
What I know so far: if you look at the pipeline itself, create a filter for status = open and close date = current quarter, you get the right content. However, when you select and rearrange columns so that only the info you want is shown, and in the order you want it, that view applies only to you. The next person who selects that filter (if you’ve saved it as a public filter) sees the content but not the arrangement and editing of columns. I need everyone to see the same columns in the same order.
Over in legacy reports, pipeline reports don’t allow a drill down with opportunity fields showing, it appears.
In the new reports, I don’t see a way to filter by close date.
Am I missing something? TIA