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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
This is the output of my report, it doesn't show the table entries at the top
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.
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
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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