Creating custom reports

Now that you know the basics of the reports, let's look at how to create a custom report.

First, let's look at the business requirements.

During the initial meeting, Best Run Bike Company stated the following:

Issue:

• Poor, inaccurate visibility into forecasting and pipeline
• Reports on the phase of the sales cycle for all opportunities

Goal:

• Out of the box standard SAP Sales and Service Cloud reports and dashboards
• Standard reports for opportunity analysis by sales phase
• Ability to use extension fields as reporting data

In the following simulation, you'll learn to use the wizard to create a custom report based on Sales Cycle Phases.