Report: Altify Opp T&I Status

Show the test & improve status (e.g. No T&I, Scheduled, Overdue) for open opportunities with an opportunity plan, grouped by Opportunity Plan Status

Specification:

• Report Type: AltfRep_Opportunities_plus_Altify_Status
• Format: Summary
  
• Group By:
  • Opportunity > Altify Plan Status
  • Opportunity > Altify T&I Status
  • Opportunity > Stage


• Time Frame Filter:

  Column	Interval
  Opportunity > CloseDate	Range: All Time



• Other Filters:

  Column	Operator	Value
  1. Opportunity > IsClosed	equals	0
  2. Opportunity > Altify Plan Status	notEqual	No Plan



• Summary Formulas:

  Formula	DataType	Calculation
  # Opportunities	number	RowCount



• Report Columns:
  • Opportunity > Owner
  • Opportunity > Name
  • Opportunity > Amount
  • Opportunity > Altify Reporting Amount
  • Opportunity > CloseDate
  • Opportunity > Altify Opportunity > Active Test and Improve > Effective Date
  • Opportunity > Altify Opportunity > Active Test and Improve > Is Complete