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The Opportunities Report produces a list

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of Opportunities

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 that meet the specified criteria.

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Report Options

The following customisation options are available:

  • Report Type – This controls which date is used in the opportunity record to determine whether that opportunity will be included.

    • Choosing Expected Close Between Dates will include any opportunities whose Expected Close date falls within the date range.

  •  Choosing 
    •  

    • Choosing Closed Between Dates will include any opportunities whose Closed Date falls within the date range.

    • Choosing Created Between Dates will include any opportunities whose Created Date falls within the date range.

  • From and To – Here you can specify the date range that will determine which opportunities are included in the report. You can either choose a Fixed Date

  •  and
  •  and choose the relevant dates from the calendar date selector, or choose one of the relative values such as TodayStart of WeekStart of Month

  •  or
  •  or others. If you choose a relative value, it is possible to add a positive or negative Offset

  •  value
  •  value, which will adjust the date by the specified number of weeks. For example, choosing End of Week

  •  with
  •  with +1 Weeks Offset

  •  value
  •  value will run the report from the end of the next week.

  • Tags – Here you can restrict the report to opportunities with

    specific 

    specific Tags. Choosing a tag from the drop-down menu will add it to the field. You can add multiple tags to the field and remove any added ones by selecting the X

     icon

     icon. The following tag options are available:

    • Any – This will restrict the report to opportunities that have at least one of the specified tags.

    • All – This will restrict the report to opportunities that have every specified tag.

    • None – This will restrict the report to opportunities that do not have any of the specified tags.

  • Status – Here you can restrict the report to opportunities with

    specific statuses

    specific statuses. Choosing a status from the drop-down menu will add it to the field. You can add multiple statuses to the field and remove any added ones by selecting the X

     icon

     icon.

Report Output

The opportunities report consists of a single sheet listing the matching opportunity records. Along with core opportunity details, any any Optional Fields chosen  chosen when building the report will be included as additional columns. 

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