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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Alex Fun Wei Jie 33,628 on at

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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

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gdas 50,091 Moderator on at

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Hi,

Please refer below old post -

community.dynamics.com/.../68395

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megha18 522 on at

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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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Alex Fun Wei Jie 33,628 on at

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Hi,

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

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megha18 522 on at

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Thanks again Wei Jie Fun, Can you share any link for this?

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gdas 50,091 Moderator on at

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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

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gdas 50,091 Moderator on at

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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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megha18 522 on at

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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 50,091 Moderator on at

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

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gdas 50,091 Moderator on at

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Did you tried with the fetchXML which I shared above after update?

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