Create a joined report | Scribe

Create a joined report

0 steps | 4 minutes | Created by Helena Saito
mkpartners-a-dev-ed.lightning.force.com
1
Click "Reports" Click "New Report"
2
Click "Accounts" Click "Continue"
3
Select the Report Type. Click "Joined Report". Click "Apply". Click "Add Block"
4
Click "Opportunities" Click "Add Block"
5
Delete all unnecessary fields. Click "Filters" Click "Current FQ (Apr 1, 2021 - Jun 30, 2021)" Click "Current FQ" Click "All Time" Click "Apply"

Helena made this Scribe in less than 4 minutes.