Save this Scribe
Save
Create a joined report
5 steps
|
4 minutes
|
Created by Helena Saito
mkpartners-a-dev-ed.lightning.force.com
1
Click "Reports" Click "New Report"
Zoom Saved
2
Click "Accounts" Click "Continue"
Zoom Saved
3
Select the Report Type. Click "Joined Report". Click "Apply". Click "Add Block"
Zoom Saved
4
Click "Opportunities" Click "Add Block"
Zoom Saved
5
Delete all unnecessary fields. Click "Filters" Click "Current FQ (Apr 1, 2021 - Jun 30, 2021)" Click "Current FQ" Click "All Time" Click "Apply"
Zoom Saved
Helena made this Scribe in less than 4 minutes.
Show Me How
10