Help creating a report for deals associated with tickets

[BThomsen]

Good Morning all!

I am attempting to create a report that shows the total dollar amount of all deals that are currently in pipe that have a ticket associated with them. Does anyone know how I would configure this report?

Thanks in advance!

[karstenkoehler · Accepted solution]

Hi @BThomsen,

If you just want amount in company currency, it could be as simple as shown below:

Menu > Reports > Reports > Create report > Custom report builder

Under Filter, you would add your pipeline / deal stage filter, too.

Let me know if you get stuck at any point!