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.
- In the Filters section, for the Close Date field, click the Range filter, and select All Time.
- Click Apply. The Preview section updates with the details of all the opportunities.
- In the Outline Section, enter
stagein the Add group search and select Stage.
- Click Save & Run.
- Name your report
Opportunities by Stageand Report Unique Name as
Opportunities_by_Stage. Leave all other inputs as they are and click Save.
- The report shows all opportunities in the org grouped by their stage.