As a General Manager I want to see how many deals were sold by my mangers so far this month. Date ranges can be easily changes once we have created a standard report. Continue reading for more details.
Create New Report
To create a new report first click the Reports Tab, followed by the New Report button.
Select report type. Search for deals in the search bar. Click on DEALS. Then Click on Create.
Set Report Filters
Select from the Show field drop down All deals
To select deal date range. Click on Range and select This Month. (from and to auto populate).
At this point your report has the deals for that time range. We can now create the report the way you would like to see it.
Add Fields as Columns
To select the columns you would like to see in your report. Search in the fields lookup for deal date.
Drag and Drop the Deal date into the column field.
Same with all selections from the fields lookup field Drag and Drop. I added Desk Manager for this report to show Desk Manger name.
Drag and drop Salesperson 1 to show name of the salesperson on the deal.
Also Drag and Drop any way you would like to see it.
Save and Name the Report
After the report is showing the desired data, learn how-to add a chart or graph.