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Replied on
13 Dec 2011 09:22 AM IST
In the Report Wizard, select Matrix Report as the report type, and select the Opportunities module.
Select ” Sales Stage is Closed Won” as the filter, and click Next.
Select “User Name” and “Month: Expected Close Date” as the group-by columns, and click Next.
Add SUM:Amount as a Display Summary column, and click Next. “User Name” and “Month:Expected Close Date” are automatically selected for Display Summaries.
Optionally, select a chart type, and click Next.
On the Report Details page, select Opportunities>Assigned to User as the optional related module.
Run the report.
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