Hi, I would like to build a report where you see a count of open tasks in both groups – open and closed deals, I would like to break it by either a team or assigned to the task person.
I have created a custom report with data from deals and tasks but can not make total counts of open and closed deals, the report shows all the stages separately:
In filters I have matched open tasks with open and closed deal, but it does not work (1 – open tasks, 2 – open deals, 3 closed deals)
Please support with advice on steps I should take.
Regards,
Milena
