- Learn about your reporting options
- Custom reports and standard (legacy) reports
- Legacy reports
- Overview of advanced reporting
- Advanced reporting views
- What is the Opportunity History Report?
- What are Linked Items reports?
- What is the Expected Revenue field in opportunity reports?
- What are the User Generated Activity and User Activity Reports?
- Build advanced reports
- Creating Advanced Reports (video)
- How to create a custom report
- How to create, edit, and delete report folders
- Basic report filtering
- Using filter logic for advanced reporting
- Adding summary rows to reports
- How to add a chart to your report
- Work with your saved reports
- Running a custom report
- Setting up scheduled reports and alerts
- Making a copy of a custom report
- How to edit an existing report
- Troubleshooting custom reports
- Do more with your data