Salesforce CRM Admin Cookbook - Second Edition

Getting ready

Carry out the following steps to create an opportunity report with a filter by account ID:

1. Click on the Reports tab.
2. Click on New Report, as shown in the following screenshot:

3. In the resulting Create New Report page, select the Opportunities report type.
4. Click on Create, as shown in the following screenshot:

5. Click on Add | Field Filter for the Filters setting, as shown in the following screenshot:

6. Choose the Account ID