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I want report should only display the total count of won opportunities or total actual revenue grouped by owner in CRM 2016 on prem.
Number of records I have is approx 100.
How can I achieve it?
I am using Report Wizard (OOB report).
set the filter to be status equal won
set as below
double click owner, and set the Summary type = count
Double Click the Actual revenue and set the Summary type = Sum
Please refer below old post -
Hi Wei Jie Fun,
Thanku for your prompt solution, can I only display the name of the owners and count only?Like if I dont add topics and actual revenue as columns system will not allow me as I atleast have to add 1 column.
if you are using oob report, unfortunately, minimum one column is needed. Else you have to build a custom SSRS.
Thanks again Wei Jie Fun, Can you share any link for this?
Hi Megha ,
Please have a look below reference -
To build fetch XML -
Once you build fetch XML , follow below steps to create SSRS report.
Here is the FetchXML I build for you , you can use this -
<fetch version="1.0" output-format="xml-platform" mapping="logical" distinct="false" aggregate="true">
<attribute name="name" alias="opportunity_count" aggregate="count"/>
<attribute name="ownerid" groupby="true" alias="owner"/>
<attribute name="estimatedvalue_base" alias="totalamount_sum" aggregate="sum" />
<condition attribute="statecode" operator="eq" value="1" />
Hi Goutam ,
Thanks for the effort u made,but this script is not working.Also even if I am downloading the fetch xml file and pasting it in the editor still it is giving me the same error.What could be the reason.
There was some single quote in my fetch query , try now i have replaced with double quote.
Did you tried with the fetchXML which I shared above after update?
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