Let's create a report showing opportunity information. Click the New button and select Quick Report as the report type. The New Quick Report Wizard will appear. In Step 1, enter Opportunity Report for the report name. Select which folder you want the report to go in and enter any comments you wish about the report.

Click the Next button to go to Step 2. Select Contact from the Table drop-down list. Find Contact in the Available Fields list, click it, and click the Add button (which looks like a right arrow) to add it to the Selected Fields list. You can also double-click a field in the Available Fields list to add it.

Select Contact Opportunity in the Table list. Find each of the following fields in the Available Fields list and add it to the Selected Fields list: Stage, Opportunity Name, Estimated Close Date, Probability of Close, and Total.

Let's see what the report looks like: click the Preview button (the following image shows a "zoomed out" version of the report, which you can see by choosing 75% from the zoom level list).

It's not a bad start, but let's format it so it looks like we expect. Close the preview window, then select each field in the Selected Fields list, click the Properties button below the list, and change the settings as shown below:

FieldPropertyValue
ContactGroup on this fieldChecked
Show count in group footerChecked
StageAuto-fit ColumnUnchecked
Width15
Probability of CloseHeadingProb.
TotalSummarySum

Also, add the Weighted Total field from the Contact Opportunity table, change its Heading to "Weighted", and choose Sum for its Summary.

Let's preview it again.

That's more like it. The listing is laid out as we expect; it is grouped by contact, and has a total amount for each contact.

To save this report for future use, click the Finish button. Your new report appears in the Reports Explorer.


© Keystroke.ca, 1996-2021 • Updated: 06/22/21
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