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I'm trying to run a report with opportunity field history, opportunity amount and products. I see where I can run reports on the opportunity field history and amount together, but products don't appear anywhere on my list of options.

 

Am I just missing something here or is this not a function of sf?
1 answer
  1. Mar 6, 2012, 9:48 PM
    You should be able to run a custom report and select which fields to include and what order (left to right) they appear. 

     

    Click on the reports tab and click "new report" at the top middle of the page. 

     

    Select the report type that is the closest match to the report you would like to see. 

     

    At the left are a list of fields that you can drag onto the report. Look for the field(s) above you wanted to add. You may have to minimize or maximize some lists to expand the items you can view. To remove columns you are not interested in, click the arrow at the right of the name of the column and click "remove column." Another thing you can do is change the order that columns appear by dragging the entire column as it appears to where you'd like it. 

     

    What you see on the screen is just the preview of the report. Click "run report" to view the actual report. If it still doesn't look right, you can click "customize report" to make further changes. Some things you can do besides what I listed above include changing the date range and adding filters. (For example, you can choose to not display opportunities lacking associated email addresses. I just made this example up though.) 

     

    I hope this helps. I am more familiar with the nonprofit-customized version of this tool, but I believe the main difference is in the names of the tabs (ex: opportunity = organization) rather than in the functionality.
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