Reports in Use 

This section contains several examples of the report configuration.

Aggregate Data in the Report 

Below is an example of a simple report that displays a particular budget per opportunity.

An example of a simple report that displays a particular budget per opportunity

  1. Once you set up the Budget amount column, click Add to add it to the Columns list.

  2. Click Save.

  3. You are now redirected to the report view that shows the opportunities with the known Budget Amount:

    Report view with the opportunities

  4. Click Edit to continue the report configuration.

Let us see what happens after we use the Count function for the Opportunity Budget column:

  1. Click to update the column and change the function for the Budget amount to Count.

    Selecting the Count function for the budget amount from the dropdown list

  2. Click Save. The report data changes:

    Report Preview (Function = Count)

    Report example illustrating the count function

Similarly, you can use sum, max, average, and min functions.

Report Preview (Function = Sum)

Report example illustrating the sum function

The sum of Budget Amount values of all opportunities makes $202,565.00.

Report Preview (Function = Max)

Report example illustrating the max function

The biggest budget amount value of the opportunity is $9,902.00.

Use Simple Grouping by Value 

You can group the information in the report by unique values in the column(s).

Report example illustrating the grouping by unique values function

The report preview:

Preview of the report outcome grouped by opportunity status

Use Grouping by Value at Multiple Levels 

You can group records based on several columns (e.g., per opportunity status and the business customer name).

Report example illustrating the multiple columns grouping function

Now, you can see the calculated budget metrics (total, average, min, and max) for all the opportunities with the same status that belong to a specific customer.

The report preview:

Preview of the report outcome grouped by opportunity status and customer name

Hint

Once a report is generated, you can click the column name to sort all the data in the report by the specified field value (ascending or descending).

Here is an example of the report ordered by the Name column:

Preview of the report outcome ordered by Name in the descending order

As you can see in the outlined area, some opportunities are won, lost or require analysis for Albers Super Markets. You can view the budget details for all those groups.

Note

If the customer’s name is the most important part of the grouping, it might be reasonable to edit the report and move the column to make it first.

Use Charts 

Let us make a chart for the budget per opportunity status report (not grouped by customers).

Configuration:

Configuring the line chart with the status on the X axis and budget amount on the Y axis

Output:

The report preview illustrating the previously set configuration

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