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Creating a cross tabular report
User Requirement: Information Manager rights
Example: Opportunity Stage by Sales Rep
This example demonstrates how to create a cross tabular report, which shows Opportunity Stage by Sales Rep (Opportunity Assigned To).
The report should show the sales reps from left to right across the top of the report, and the stages down the left-hand side of the report.
- Click Reports and click the Sales report category.
- Click New. The Report Options, Step 1 of 2 page is displayed.
- Select the Source View, and then Cross Tab from the Report Type field.
- Complete the details on the rest of the page. The fields are described in the List Report example on the previous page.
- There is a field called Cross Tab, which is only displayed when building a cross tabular report. This defines the columns displayed horizontally (from left to right) on the table. The Report Contents defines the information displayed vertically in the table.
- Click Continue and complete the information in the Report Options, Step 2 of 2 page.
- Click Save. The new report is displayed in the list of reports.
- To run the report, click Run. The output is displayed in a new browser window.
See Also:
Creating a list report
Report fields and buttons
Adding a chart to a report
Creating a historical report
Creating and managing a report category
Adding a new report style
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