Carry out the following steps to create an opportunity report with a chart that is grouped by the standard field stage:
- Click on the Reports tab.
- Click on New Report, as shown in the following screenshot:
- In the resulting Create New Report page, select the Opportunities report type.
- Click on Create, as shown in the following screenshot:
- Choose Summary Format.
- Create a grouping for the report using the Stage field by dragging the Stage field onto the Drop a fields here to create a grouping section.
- Click on Save, as shown in the following screenshot:
- In the resulting Save Report dialog, enter Opportunity Stage in the Report Name textbox.
- Enter details in the Report Description textbox.
- Select the Unfiled Public Reports option in the Report Folder picklist.
- Click on Save, as shown in the following screenshot:
We will be presented with a saved REPORT page.
- Click on Run Report, as shown in the following screenshot:
We will be presented with the REPORT page.
- Click on the chart icon, located at the top right of the page, as shown in the following screenshot:
- In the resulting saved REPORT page, click the edit chart icon, as shown in the following screenshot:
- Select the donut chart icon in the Display As section.
- Enter a value in the Chart Title textbox.
- Set the Value to Record Count.
- Finally, click on Save, as shown in the following screenshot: