Report linking Oppty - Account-Contacts

Question

Hello there,
I willing to create a report which can show all the contacts having at least one “closed/won” opportunity in the last two years, but I’m having very much trouble linking opportunities to all the contacts since as you probably know, I only can easily do that with primary contacts but what about the others ? … I think this need comes very frequently for other people so I would like to take a shot and ask you: how did you treat this subject… any ideas?
Cheers,
JAB

Answer 1

Again, it will depend on how you design/define the account, account primary contact, oppty and oppty primary contact objects. Since I don't know your object definition, I will have to guess.
If you can get by identifying the contact with account name and oppty's key contact last name, you could use opportunity Product Revenue History subject area only. This greatly simplys the report.
Since opportunity Product Revenue History only contains the key contact's last name, which is almost always no enough information for reporting, you may, also, want some of the information from Oppty History subject area.
Create two reports. One on Oppty which gives you the primary contact or the primary contact on the account. The second one is on Opportunity Product Revenue History, which tells you if the oppty is close/won, if it has product if it's within two year. Make sure use put Oppty Id field on the first position.
Use the advanced --> filter base on another request filter on the oppty id field on the first report and pick the second report in the Saved Request field.