gradesetr.blogg.se - Salesforce tabular report

To make this report a summary report, you need to group rows.

Verify that these columns appear in your report: Case Owner, Subject, Date/Time Opened, Age, Open, Closed, and Account Name.

From the dropdown list, select True and click Apply.

picklist, apply a field filter for cases where Open equals True.

For Date Field, select Opened Date and All Time for the range.

For Show Me, select All Cases and click Apply.

Click Filters, then apply these standard filters:.

From the Reports tab, click New Report, choose the ‘Cases’ report type from the Customer Support Reports folder, and click Start Report.

The report should look something like this:

Enter a description and save the report in the Public Reports folder.

Name your report Open Opportunities This Year.

The following columns should already be included in your report: Opportunity Name, Type, Lead Source, Amount, Close Date, Next Step, Stage, Probability (%), Fiscal Period, Age, Created Date, Opportunity Owner, Owner Role, Account Name.If your report has to sift through a great many dates, it can take longer to show the information you’ve asked for. For the date standard filter, select Created Date and All Time for the range and click Apply.įor your Trailhead playground, we're suggesting All Time for the range, but for the fastest results in your production environment, always set the smallest date range you can.For the Opportunity Status standard filter, select Open and click Apply.For the Show Me standard filter, select All opportunities and click Done.Click Filters, then apply the following filters:.On Reports, click New Report, choose the ‘Opportunities’ report type, and click Start Report.

Depending on which org you’re using to practice these steps, you may or may not see data in your report at runtime.