Running Reports

Report Execution Workflow

1. Select Report: Navigate to Reports → Choose "Opportunity Pipeline"
2. Set Parameters: Date range (Q1 2024), Territory (Western Region), Minimum Revenue ($10K)
3. Run Report: Click "Execute" button
4. View Results: Report displays in browser (500 opportunities found)
5. Interact: Sort, filter, drill-down, export

Report Parameters

Common Filters

• Date Range: Last 30 days, This Quarter, Custom (01/01/2024 - 03/31/2024)
• Owner: Current User, My Team, All Users, Specific Rep (select from dropdown)
• Status: Open, Closed Won, Closed Lost, All
• Territory: Northeast, Southeast, Midwest, West, All Territories
• Threshold: Revenue > $50K, Probability > 50%

Advanced Filters

• Multi-Select: Industry IN (Telecom, Technology, Healthcare)
• Wildcards: Account Name LIKE "%Corp%"
• Date Math: Close Date BETWEEN (Today AND Today + 30 days)
• AND/OR Logic: (Stage = 'Negotiation' OR Probability > 75%) AND Revenue > $100K

Viewing Results

Table View (Default)

• Columns: Account, Opportunity, Revenue, Close Date, Stage, Owner
• Sorting: Click column header to sort (ascending/descending)
• Paging: 50 rows per page, navigate with Previous/Next buttons
• Totals: Footer row shows Sum of Revenue, Count of Opportunities

Chart View

• Bar Chart: Revenue by Sales Stage (visual pipeline)
• Pie Chart: Win/Loss distribution (60% Won, 40% Lost)
• Line Chart: Revenue trend over time (monthly)
• Interactive: Hover for values, click slice to drill-down

Summary View

• Grouped Data: Opportunities grouped by Territory
  • Northeast: 150 opportunities, $5.2M total revenue
  • Southeast: 120 opportunities, $4.1M total revenue
  • West: 230 opportunities, $8.9M total revenue
• Expand/Collapse: Click (+) to expand group, see individual records

Interactive Features

Drill-Down

Dynamic Filtering

• Post-Execution Filter: Report shows 500 rows → Type "HealthCorp" in search box → View narrows to 3 matching rows
• Column Filter: Click funnel icon on Revenue column → Show only Revenue > $100K

Sorting & Ranking

• Sort by Revenue (descending) → See top deals first
• Multi-level sort: Sort by Territory (ascending), then Revenue (descending)

Output Formats

1. HTML (Browser)

• Default view, interactive, real-time filtering
• Best for on-screen analysis, drill-down

2. Excel (.xlsx)

• Export → Excel → Opens in Microsoft Excel or Google Sheets
• All rows exported (not just current page)
• Retains formatting (bold headers, totals row)
• Use for: Pivot tables, offline analysis, email distribution

3. PDF

• Export → PDF → Generates formatted document
• Includes: Company logo, report title, filters used, generation timestamp
• Use for: Executive presentations, printing, archiving

4. CSV (Comma-Separated Values)

• Raw data, no formatting
• Use for: Importing to other systems, data warehouse loads

Saving & Sharing

• Save Filters: Save filter criteria as "My Q1 Pipeline View" → Reload anytime
• Bookmark: Save report URL for quick access
• Email: Export → Email → Recipients receive PDF attachment
• Share Report Definition: Grant access to other users ("Sales Team can run this report")

Example: Running Sales Pipeline Report