• JenniJ
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I am trying to run a basic opportunity pipeline report with product lines, but not sure how to get the product lines to summarize correctly. I need to have a report which summarizes the information by fiscal period and then by region.

 

 

When I run my reports or create custom reports, I am unable to summarize each line item by the license value etc. (I can't get the values to summarize highlighted in red)

 

So I would like to see the reports as below.

 

FY2010   

 Region Asia                  License       Services      Total               Stage    Comments      

  Opportunity 1                 100,000        100,000     200,000         XCX          To be followed up

  Opportunity 2                 50,000         50,000      100,000           XCX           To be confirmed

  Opportunity 3                 50,000         50,000      100,000           XCX           To be confirmed    

Asia Total                         200,000       200,000     400,000

 

 Region Europe                 License       Services      Total             Stage    Comments      

  Opportunity 1                 200,000         200,000     400,000          XCX          To be followed up

  Opportunity 2                 50,000           50,000      100,000           XCX           To be confirmed

  Opportunity 3                 50,000           50,000      100,000           XCX           To be confirmed    

Europe Total                    300,000          300,000    600,000

 

Can anyone assist me customising my report accordingly?

I am trying to run a basic opportunity pipeline report with product lines, but not sure how to get the product lines to summarize correctly. I need to have a report which summarizes the information by fiscal period and then by region.

 

 

When I run my reports or create custom reports, I am unable to summarize each line item by the license value etc. (I can't get the values to summarize highlighted in red)

 

So I would like to see the reports as below.

 

FY2010   

 Region Asia                  License       Services      Total               Stage    Comments      

  Opportunity 1                 100,000        100,000     200,000         XCX          To be followed up

  Opportunity 2                 50,000         50,000      100,000           XCX           To be confirmed

  Opportunity 3                 50,000         50,000      100,000           XCX           To be confirmed    

Asia Total                         200,000       200,000     400,000

 

 Region Europe                 License       Services      Total             Stage    Comments      

  Opportunity 1                 200,000         200,000     400,000          XCX          To be followed up

  Opportunity 2                 50,000           50,000      100,000           XCX           To be confirmed

  Opportunity 3                 50,000           50,000      100,000           XCX           To be confirmed    

Europe Total                    300,000          300,000    600,000

 

Can anyone assist me customising my report accordingly?