Create Reports and Dashboards for Sales and Marketing Managers | Create a Simple Custom Report | C2

Create Reports and Dashboards for Sales and Marketing Managers | Create a Simple Custom Report | Challenge 2
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Click the Outline pane and click the X next to the following column headers to remove them:
Owner Role
Fiscal Period
Expected Revenue
Age
Created Date
Next Step
Lead Source
Type
Add a summary field.

Click the arrow Down arrow icon next to the Amount column heading.
Select Summarize.
Click Sum.
Save the report as Opportunities by Rep in the Global Sales Reports folder.

Click Save & Run, and then complete the Save Report details:
Report Name: Opportunities by Rep
Click in the Report Unique Name text box to auto-populate the unique name. Don't worry, the unique name of this report isn't checked.
Report Description: What opportunities do reps have in the pipeline?
Click Select Folder, choose Global Sales Reports, and click Select Folder.
Click Save.



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