Build a custom report

Build your own report: pick the data, group it, filter it and add it to your dashboard.

الفيديوهات باللغة الإنجليزية.

ما ستتعلمه

Data and grouping
Choose a data source such as opportunities and group it by a field such as the sales owner.
What to measure
Switch from a count to a sum and pick the field to add up.
Filter and chart
Filter out the deals you don't want, choose a visualization and show the values on the chart.

التقارير والملخصات

3 دروسحوالي 9 دقائق
تقدّمك0%
  1. Your dashboard and reports3:00
  2. Build a custom report2:52
  3. Daily digests and notifications2:58