Hi all,
I am creating report from Insightly web application, and I need to link the following:
- Opportunity name
- Opportunity tasks
- Opportunity categories
- Organizations linked to opportunities
- Opportunity stages
This is at leasI need. I tried in Insightly to create similar report but Tasks are not linked to Opportunity & linked Organizations.
Also I created custom categories in Tasks in Insightly but PowerBi doesn't see all of them - just 4 categories only. Checked all that they are not empty...
Thanks in advance!