In this guide, you can learn how to create a report in Salesforce with Instruqt data. This report is to track the Opportunities that have been closed.
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In Salesforce, go to App Launcher > Search for "Sales" > Click Sales.
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Select Report from the navigation bar > Click New Report, and a window will pop up.
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Select Other Reports > Account Contacts Play > Start Report. The report configuration page will load for you.
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Click Report on the top left of the page. Select Joined Report from the dropdown and click Apply.
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Click Add Block on the page > In the pop-up, select Opportunities from the Category column > Opportunities >click Add Block on the right panel.
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In the Outline tab, under the Group Across Blocks section, search and select Account Name to group the blocks you have created.
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In the Filters tab, under the Opportunities Block section, click on Opportunity Status and set it as Closed.
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Customize the fields you want in your report and click Save.
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Provide a report name and click Save again.
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The report has been successfully generated.