Salesforce Donation Insights Series: 3/3

Create Report: Top 10 Opportunities/Donations in the last Financial Quarter

  1. Click the App Launcher Icon (9 dots in top left), scroll down and click on Reports’.
  2. Click New Report’.
  3. Select Opportunities’ from the Report Type list. Click Create.
  1. On the report, set Show to All Opportunities’, Date Field to Closed Date’, Range Previous FQ’. Add a Row Filter’ and set the row limit 10, sorted by Amount’ in Descending’ order and click OK.
  1. Save the report accordingly.
  1. Click Run Report’.
  1. Your report will now show you the top 10 opportunities for the last Financial Quarter

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