2938156 - How to Show Follow-Up Opportunities to Visits in Reporting

You would like to create a report to show visits and their follow-up opportunities, however in the Visit data sources (like Visit Header or Visit Details) you can only see the Predecessor Opportunity field.

SAP Cloud for Customer

1. Go to the work center Business Analytics and the view Design Data Sources.
2. Search for 'Visit Header' and click Preview. 
3. In the selection, filter for a visit. 
4. Check available fields in the view; only the characteristic Preceding Opportunity is available, and as the name suggests it only shows preceding opportunities, not follow-up ones.

The data source Activity BTD Reference can be used for this requirement.

You can use this data source on its own or join it with a visit related data source, like Visit Header or Visit Details. The join condition should be set on Activity UUID and Visit.

Then, in the data source preview or the report, you can use the field BTD Reference ID and BTD Reference Role Code to indicate the related document ID and if it's a predecessor or successor.

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