Let's consider a use case: Show all accounts group by Account creation by Calendar Year and by Account Owner, follow these steps for this hands-on exercise:
- Navigate to the Reports tab and click on the New Report button.
- Select the Accounts Report Type and click on the plus sign under the Accounts & Contacts category.
- Click on the Create button to continue.
- Change Show to All accounts.
- Change the Date Field Range to All Time.
- Change the report format from Tabular to Summary:
- Click on the Add button in Filters and continue with the following actions:
- Select Type from the list of available ...