Opportunity Report Types

Report types provide a report template that you can customize to capture the unique data you’re after without creating a report from scratch. Many of the opportunities custom report types include information from associated objects, such as products, partners, and quotes.

• Opportunities Reports
  View standard information about your opportunities, including owners, accounts, stages, amounts, and more. The default settings show you the most commonly used information from each object, but you can customize the report to view other information, such as primary campaign source, forecast category, and synced quote.
• Opportunities with Contact Roles Report
  View information about the contacts associated with your opportunities, including name, title, and role.
• Opportunities with Contact Roles and Products Report
  View information about the contacts and opportunities associated with a selected product. You must select a product to filter results by when you run the report. This report isn’t supported in Lightning Experience. In Lightning Experience, select a different report type.
• Opportunities with Competitors Report
  View information about your company's competitors for opportunities, including their strengths and weaknesses.
• Opportunities with Historical Trending Report
  The Opportunities with Historical Trending report is a custom report type designed to help you analyze historical trends in your sales pipeline.
• Opportunity Field History Report
  View information about the change history of key opportunity fields, including old and new values and the dates edits were made.
• Opportunity History Report
  View information about the history of your opportunities, including stages and close date.
• Opportunities with Opportunity Teams Report
  View information about the members of your opportunity teams and their roles, organized by opportunity.
• Opportunities with Opportunity Teams and Products Report
  View information about your opportunity team members and their products, organized by opportunity. You must specify either a product or an opportunity team member to filter results by when you run the report.
• Opportunities with Partners Report
  View information about the partners you team with on your opportunities, including opportunity name, amount, and partner role.
• Opportunities with Products Report
  View information about the products associated with your opportunities, including product name and opportunity stage.
• Opportunity Trends Report
  View information about trends shared by the opportunities in your pipeline.
• Opportunities with Quotes and Quote PDFs Report
  View details about the quote PDFs created for each quote associated to an opportunity. The default settings show you the most commonly used information from each object, but you can customize the report to view other information, such as who created or last modified each listed quote PDF.
• Opportunities with Quotes and Quote Line Items Report
  View details about the quotes associated with opportunities, and the line items for each quote. The default settings provide the most commonly used information from each object, but you can customize the report to see any opportunity, quote, or quote line item field.