I have been successfully using a standard Opportunity Trend report to highlight Sum of Amount trending month by month.
See the attached image.
Now, we have added a new custom Amount field for other purposes and want the same Report but using this new Amount field.
Cannot find the way to get it.
I tried using Historical trending Report type but it seems there is no way to have the "As of date".
Any advice?
4 answers
Hi Mimma,
First You need to enable Historical Trending for that Custom Field then You can generate the report.
https://help.salesforce.com/articleView?id=reports_historical_setup.htm&language=en_US&type=0 (https://help.salesforce.com/articleView?id=reports_historical_setup.htm&language=en_US&type=0" target="_blank)
