Report - How to total the ACTUAL REVENUE fields on my WON Opportunities

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I'm struggling with some reporting on our hosted Dynamics CRM 2011. I hope somebody can give me a clue!

Once a month I want to run a report that shows me OPPORTUNITIES so far this FINANCIAL YEAR, that are STATUS = WON along with the ACTUAL REVENUE - and total the amounts into one big total.

I can produce the report OK but I can't seem to get it to automatically total the ACTUAL REVENUE values. I know I can export the report to Excel and use SUM in Excel to get an amount, but I have a lot of different industry sectors to do this for, and want it to be low effort for our finance people to run.

Any ideas?

Thanks,

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Jeremy Winchell 1,165 on at

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JT,

It sounds like you have the query setup properly and everything is appearing on the report except for the sum. Are you using the report wizard or are you using Visual Studio to write the report?

If you are using the Report Wizard, the following should work:

1. When you get to the step in the report wizard where you choose what fields to display add the Actual Revenue.

2. Near the bottom of the pop-up window where you choose the field you will see an aggregate drop-down. From that drop-down there should be a SUM option. Choose that option and click Ok

3. That will handle taking all of your totals and providing a SUM at the end of the report

If you are using Visual Studio Report Designer:

1. In your report under the row groupings section usually in the middle of the designer at the bottom.

2. Right-click the "Details" header under that section and choose "Add Totals" -> "After"

3. That will add a totals section as a new row in the report itself. Now if SSRS doesn't automatically add the calculation for you, you can add the following

=SUM(actualrevenue)

Jeremy

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Gus Gonzalez 27,113 on at

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Hello, Have you tried any of the Out of the Box reports?

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Community Member on at

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Thanks Jeremy. I don't know what I was doing wrong. It seems so simple now! I managed to create my report using the Report Wizard and following your instructions.

JT

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