Creating a reports on Opportunities by Rowalim Technologies

Question: How to create a report on opportunities that show the opportunities that are “Closed Won”, “Prospecting”, “Qualification” all in a single report ?

Answer: It is possible by using a joint report. With joint reports we can use data from multiple reports in the single report by creating blocks for each report.

Choose the Opportunity report type and create 3 blocks each with the fields- “Opportunity Name”, “Amount”, “AccountName”.

Now add the filter criteria to each block.

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