Report Builder
Which CRM object is this report about?
The object decides which fields and filters are available in the next steps.
Choose the columns for your Deals report
Click a field to add or remove it. Order follows the order you pick.
Available fields
Selected columns
Tip
Reports with 5-8 columns stay readable when exported to PDF. Add more only if the report is meant for Excel.
Filter the data
Conditions inside a group combine with AND/OR. Groups always combine with AND.
Group, sort and aggregate
Grouping rolls records up; aggregation decides how numeric columns are summarised.
Tip
Grouping by Stage with a Sum of Amount produces the classic pipeline report - pair it with a Funnel or Stacked chart on the next step.
How should this report be displayed?
You can change this at any time without rebuilding the report.
Report preview
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