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Customer experience | Sales, Customer Insights,...
Answered

Amend System Sales Pipeline Report

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ReportReport
Posted on by 71

Hi,

Under Reports, there is a report called 'Sales Pipeline, it was created by the System but I cannot amend it to add another filter value which is required to make the report more representitive as required by our COO.

I've tried to copy the report by creating a new one and using the Sales Pipeline as the existing report but when I go through the wizard it doesn't show the same details as I require...
I want to be able to amend the Sales Pipeline report but it doesn't allow you to....

Please see below diagrams. 

This is the ouput of the System generatd report

Sales-Pipeline-report.jpg

This is the output of my report, it doesn't show the table entries at the top 
Sales-Pipeline-report2.jpg

Below is the extra criteria i want to add to the Sale Pipeline report without having to filter by it once the report has run. 

Sales-Pipeline-report1.jpg

If I cannot amend the System report then I want to know the following..

--- How to add the extra table section at the top especially the Totals as this makes it easy to get an overview.
--- Basically make my report look like the default Sales Pipeline report

  • Verified answer
    Sayen Zhang Profile Picture
    Sayen Zhang on at
    RE: Amend System Sales Pipeline Report

    Hi partner,

    Yes, it is not available for us to amend the Sales Pipeline report.

    We can create a report which type is Existing file or create a report in Power BI and embed into Dynamics to realize the followings.

    Here are some links: How to Create a Power BI Report (Step-by-Step & Examples) (spreadsheeto.com)

    Add a report from outside Power Apps - Power Apps | Microsoft Learn

    Hope it will help you!

    Best Regards,

    Sayen Zhang

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