Create a joined report | Scribe

Create a joined report

15 steps | 4 minutes | Created by Helena Saito
Click "Reports" Click "New Report"
Click "Accounts" Click "Continue"
Select the Report Type. Click "Joined Report". Click "Apply". Click "Add Block"
Click "Opportunities" Click "Add Block"
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.

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