Salesforce Lightning Reporting and Dashboards

Creating the Summary field

Let's walk through the steps:

1. From Setup, open Object Manager and click on Account.
2. On the left sidebar, click Fields & Relationships.
3. Click New.
4. Choose the Roll-Up Summary field type, and click Next.
5. For Field Label, enter Sum of Opportunities and click Next.
6. The Summarized Object is the detail object that you want to summarize. Choose Opportunity.
7. Choose the Count summary type and choose Filter Criteria = Won equals True.
8. Click Next, Next, and Save:

9. Create an Account report and use the No of Won Opportunity field as the report filter; let's name it Customer with No Won Opportunities:

This report shows us that ...