![]() The report type that you select dictates how many of the seven possible Report Wizard steps you see and the order that they're presented in the wizard. The Select the Report Columns page appears. When you're done, select the Select Columns option from the Jump to Step drop-down list in the top-right corner, and then click Next. For example, the standard report called Sales to Date versus Last Month (located in the Opportunity and Forecast Reports folder) is a matrix report that summarizes new sales by month vertically and also by close date horizontally.Ĥ. This type of report is particularly helpful for comparing related totals, especially if you're trying to summarize large amounts of data. Matrix Reports enable you to create reports in grids against both horizontal and vertical categories.Summary Reports allow you to view your data with subtotals and other summary information.Tabular Reports provide the most basic way to look at your data in a tabular format. ![]() Select the radio button for the type of report that you want. When you click Next, Step 1 of the wizard appears.ģ. You do this by first selecting the basic type of data from the drop-down list and then being more specific in the dependent list box, as shown in Figure 15-3. Select the data type you want to report on, and then click Next. Click the Create New Custom Report button.Ģ. To create a report from scratch, click the Reports tab and follow these steps:ġ. Whether you can make it public or just private depends on permissions. Anyone who can view the Reports tab can create a custom report. Just make sure you can articulate a question that you're trying to answer, and then 's Report Wizard will guide you through the steps for creating a custom report that will help you answer the question. You don't have to be a technical guru to create a report in. This excerpt from for Dummies is written by Thomas Wong and published by Wiley Publishing Inc. Reprinted with premission from Wiley Publishing Inc. ![]() Instead, use the report wizard to build a new report or customize an existing one. ![]() The next time you need a custom report, don't pester the IT geeks. For example, if your company has added custom fields on the account record that are unique to your customer, a standard New Accounts report doesn't show you all the information you want to see on recent accounts. comes with a huge menu of useful reports, and yet they might not be exactly what you're looking for. ![]()
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