02-19-2010 03:13 PM
02-24-2010 12:10 PM
Here is a very basic way to modify the report template to sort by Record Manager - it will also split the report into separate pages for each Record Manager.
To modify the report:
- go to Reports > select Edit Template
- select the Opportunities by Estimated Closing Month
- the Report Designer will open > go to File > select Save As and save the report to a new name (ex: add 'by Record Manager' to the name). This will keep the original report intact.
- in the Report Designer > select Edit > select Define Sections
- on the Define Sections screen > click on 'Section 1' > now change the field selected (right hand side) to 'Record Manager'
- click OK to exit the Define Sections screen > click Save icon to save the new report