Some opportunities involve partner relationships. Use this report to identify and analyze those relationships.
Required Editions
| Available in: Salesforce Classic |
| Available in: Essentials, Professional, Enterprise, Performance, Unlimited, and Developer Editions |
| User Permissions Needed | |
|---|---|
| To report on partners: |
Read on accounts or opportunities AND Run Reports |
To report on all partnerships or primary partnerships within opportunities:
- From the Reports tab, choose the Partner Opportunities report.
- Choose Customize to change the report and view only primary partner relationships. Add a field filter where Primary equals 1.
In any other opportunity report, when you customize the report to display the Partner column, only the primary partner displays.
You can also run the Partner Accounts report to analyze the partnerships of your accounts.