Applications Administration Guide > Opportunities (End User) >

Generating Opportunity Reports

You also can generate reports of your opportunities data. Available reports include:

• Opportunities by Category
• Opportunities by Sales Rep
• Opportunity Summary
• Opportunity List
• Pipeline Report by Rep
• Smart Report - Opportunity Detail
• Opportunity Status
• Opportunity Marketing Events Summary

To generate an opportunity report

1. Navigate to the Opportunities screen > List view.
2. Select an opportunity.
3. Click the Reports button and select a report.

Configuring the Opportunities by Category Report

The Opportunities by Category report can be configured to sort by City, Close Date, Sales Cycle Stage, Source, Source Date, State, Territory, or ZIP Code.

To configure the Opportunities by Category report

1. Navigate to the Opportunities screen > List view.
2. Select an opportunity.
3. Click the Reports button and select the Opportunities by Categories report.
4. In the Opportunity Parameters dialog box, choose a sort parameter in the Sort By field, and then click Finish.