Configure the Report

Customize the Report Configuration

Now you'll configure the report to show the data that you want, which is for all Opportunities. You’ll then create a Summary report by Grouping stage.

  1. Click the Filters tab.
  2. For the Close Date field, click the Range filter, and select All Time.
  3. Click Apply
  4. In the upper right of the preview section, enable the Update Preview Automatically toggle to see a preview with the details of all the opportunities.  Screenshot of the Filters Section in Report Builder, which is used to specify a date range
  5. Click the Outline tab.
  6. Enter stage in the Add group search and select Stage.
    Screenshot of the Preview Section in Report Builder
  7. Click Save & Run.
  8. Name your report Opportunities by Stage and Report Unique Name as Opportunities_by_Stage. Leave all other inputs as they are and click Save.
  9. The report shows all opportunities in the org grouped by their stage.
Keep learning for
free!
Sign up for an account to continue.
What’s in it for you?
  • Get personalized recommendations for your career goals
  • Practice your skills with hands-on challenges and quizzes
  • Track and share your progress with employers
  • Connect to mentorship and career opportunities