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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Create a Report via Re...
Microsoft Dynamics CRM (Archived)

Create a Report via Report Wizard

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Posted on by Community Member

i want to create a report that shows a list in a given timeframe, "this fiscal year" as an example: Entry Operators | Total Order Value $ | Total Count of Orders | $ Value per Order | $ Value per Day | # Orders per day

Entry Operators | Total Order Value $ | Total Count of Orders | $ Value per Order | $ Value per Day | # Orders per day

i cant figure out how do do this...can anyone point me in the right direction?

I am ok with having this info in a report and/or view...im just looking for to have the info

any help or suggestions will be greatly appreciated

thanks

Trevor

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  • Suggested answer
    KARTHIKGOWTHAM@SUYATITECH Profile Picture
    KARTHIKGOWTHAM@SUYA... 175 on at

    Hi Trevor,

    I can help you create a view for this. Please follow these steps.

    1. Go to the Leads/Opportunities section.

    2. Click the Advanced Find(filter) icon.

    3. In the pop up window, select [new] in the Use Saved View drop down.

    4. Click Edit Columns

    5.  Add all your columns (Entry Operators | Total Order Value $ | Total Count of Orders | $ Value per Order | $ Value per Day | # Orders per day)

    6. Hit Ok

    7. Now in the conditions section, choose your target datetime field (Created On  - For Example)

    8. In the Conditions drop down choose This Fiscal Year

    That's it you are done. Now save it and you can see it in the My views section of Leads/Opportunities.

    You can also create it as a system view if the entire organization wants it

    Regards,

    Karthik

    Please mark as verified, if you found this useful

  • Community Member Profile Picture
    Community Member on at

    thanks for the reply Karthik

    so to furth clarify...i dont reallyhave these columns now...and i want to see a sum of all orders by operator...so a list of all the orders...i am just looking for a summary "report"

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