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Report Examples

Example: Aggregate Functions

Below is an example of a simple report that displays budget per opportunity.



After you set up the Budget amount column, click the Add button to add it into the Columns grid and click Save.

You are now redirected to the report view that shows opportunities with the known Budget Amount:



Click Edit to continue the report configuration.

Let us see what happens after we use an aggregate function for the Opportunity Budget column.

Click Edit, change the function for the Budget amount to Count, and click Save. The report data changes:


Report Preview (Function = Count)


Similarly, you can use sum, max, average, and min functions.


Report Preview (Function = Sum)

The sum of Budget Amount values of all opportunities makes $202,565.00.


Report Preview (Function = Max)

The biggest budget amount value of the opportunity is $9,902.00.

Example: Simple Grouping

You can group the information in the report by unique values in the column(s).



The report preview:


Example: Grouping at Multiple Levels

You can group records based on several columns (e.g. per opportunity status and the B2B customer name).



Now you can see the calculated budget metrics (total, average, min, and max) for all the opportunities with the same status that belong to a specific customer.

The report preview:


Hint

Once a report has been generated, you can click on the name of a column to sort all the data in the report by the specified field value (ascending or descending).

Here is an example of the report ordered by the Name column:


As you can see in the circled area, there are opportunities for Albers Super Markets that are in progress and that were lost. You can view the budget details for the both groups.

Note

If the customer’s name is the most important part of the grouping, it might be reasonable to edit the report and move the column to make it first.

Chart Example

Let us make a chart for the budget per opportunity status report (not grouped by customers).

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