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Deleted Opportunities Still Appearing in a Report

  • 27 January 2023
  • 2 replies
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Userlevel 1

We are running a report that lists the Opportunities (the courses the student is taking) attached to individual Person records (the student), filtered by a Tag (the semester in which they are studying). The Opportunity relates to them through a Custom relationship field.

The report is showing Opportunities that the student is no longer related to (because they swapped courses), even if I slap a date filter on it…

Can anyone advise what is happening, and how to ensure that only those Opps that the Person is connected to show up, please?

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Best answer by Chris from Copper 27 January 2023, 22:02

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Userlevel 2
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Hi @Rob Jones at ASE ,

Thank you for sharing your idea into the Copper Community!

For direct 1:1 support, I highly recommend attending the Weekly Reporting Q&A, in session, our reporting expert can better diagnose your reporting issue.

I would love to take a look in this thread as well, could you please share:

  1. Screenshot of your Reporting Insight.
  2. Screenshot of the Opportunity that should be excluded.

Additionally, I recommend waiting ~12 hours for any Copper changes to be reflected in Reports, as Reports are updated approximately 4x per day on a rolling basis.

Thank you!

Userlevel 1

Hi Chris,

Thanks for this. 

I need to make sure that the screenshots I share do not contain any personal info.

 

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