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. In the Filters section, for the Close Date field, click the Range filter, and select All Time.
  2. Click Apply. The Preview section updates with the details of all the opportunities. Screenshot of the Filters Section in Report Builder, which is used to specify a date range
  3. In the Outline Section, enter stage in the Add group search and select Stage.
    Screenshot of the Preview Section in Report Builder
  4. Click Save & Run.
  5. Name your report Opportunities by Stage and Report Unique Name as Opportunities_by_Stage. Leave all other inputs as they are and click Save.
  6. The report shows all opportunities in the org grouped by their stage.