Create the Report (Continued)

Set up Filters - In this example:

• Show Me: All Opportunities
• Close Date: Current and Next FQ
• Amount: Greater than 1.00
• Type: Select your array of types
• Closed: equals False (This will display all open Opportunities regardless of status)
• Disable Detail Rows to show the conditional highlighting in the report

• Enable Detail Rows to show all columns (conditional formatting disabled)
• Click Save & Run (we recommend creating a new folder “ClosePlan” in which to save the Report

To see what the report will look like, see the supporting images