showing total number of won opportunities grouped by each owner using reports CRM 2016 on prem?

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Posted on by megha18

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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?

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gdas 50,085 on at

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RE: showing total number of won opportunities grouped by each owner using reports CRM 2016 on prem?

Did you tried with the fetchXML which I shared above after update?
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gdas 50,085 on at

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RE: showing total number of won opportunities grouped by each owner using reports CRM 2016 on prem?

There was some single quote in my fetch query , try now i have replaced with double quote.
megha18 520 on at

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RE: showing total number of won opportunities grouped by each owner using reports CRM 2016 on prem?

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.
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gdas 50,085 on at

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RE: showing total number of won opportunities grouped by each owner using reports CRM 2016 on prem?

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"> <entity name="opportunity"> <attribute name="name" alias="opportunity_count" aggregate="count"/> <attribute name="ownerid" groupby="true" alias="owner"/> <attribute name="estimatedvalue_base" alias="totalamount_sum" aggregate="sum" /> <filter type="and"> <condition attribute="statecode" operator="eq" value="1" /> </filter> </entity> </fetch>
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gdas 50,085 on at

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RE: showing total number of won opportunities grouped by each owner using reports CRM 2016 on prem?

Hi Megha ,

Please have a look below reference -

To build fetch XML -

community.dynamics.com/.../group-by-using-fetchxml

community.dynamics.com/.../aggregates-and-fetchxml-reports

Once you build fetch XML , follow below steps to create SSRS report.

community.dynamics.com/.../ssrs-reports-for-dynamics-365-using-fetchxml
megha18 520 on at

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RE: showing total number of won opportunities grouped by each owner using reports CRM 2016 on prem?

Thanks again Wei Jie Fun, Can you share any link for this?
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Alex Fun Wei Jie 33,626 on at

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RE: showing total number of won opportunities grouped by each owner using reports CRM 2016 on prem?

Hi,

if you are using oob report, unfortunately, minimum one column is needed. Else you have to build a custom SSRS.
megha18 520 on at

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RE: showing total number of won opportunities grouped by each owner using reports CRM 2016 on prem?

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.
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gdas 50,085 on at

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RE: showing total number of won opportunities grouped by each owner using reports CRM 2016 on prem?

Hi,

Please refer below old post -

community.dynamics.com/.../68395
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Alex Fun Wei Jie 33,626 on at

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RE: showing total number of won opportunities grouped by each owner using reports CRM 2016 on prem?

Hi,

I am using Report Wizard (OOB report).

Select Opportunity

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

Result