How to run and modify a standard report
Run and modify a report
Go to the Reports tab
Select the report
Modify the information you will summarize the data by and run report
To see updates you make to the filters, you must hit run report.
Modify the dates and add other customizations
To see the changes, you must click Run Report when you are done.
Save as a custom report
Even though this is a standard report, you have made customizations to the summarized information, date field, what is shown, opportunity status, etc.
Click Save As to save your custom report. Make sure to write a descriptive title.
It's recommended to save this in a custom reports folder - this is possible through the Report Folder.
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