ASSIGNMENT

Tabular
Reports
Submit to:
Mr. Faisal

Submit by:
Yasir Abbas Mirza

i
ASSIGNMENT – Formulas by Yasir Abbas Mirza
ASSIGNMENT – Tabular Reports SF-05 YASIR ABBAS MIRZA

Contents

Contents .................................................................................................................................................. ii
1. Create a folder name ‘Sales and Marketing Reports’ and share it with the CEO and its
subordinates. .................................................................................................................................... 1
2. Create a Tabular Report to show a list of all Accounts, whenever they were created, that are
type of ‘Customer - Direct’. (Fields - Account Name, Account Number and Type) ......................... 4
3. Create a Tabular Report to show a list of all Opportunities, whenever they were created that are
closed won. (Fields: Account Name, Opportunity Name, Amount, Created Date, Closed Date,
Type) ................................................................................................................................................. 7
4. Create a Tabular Report to show a list of all Opportunities, whenever they were created that are
closed won and their billing state is ‘CA’. (Fields: Account Name, Opportunity Name, Amount,
Created Date, Closed Date, Type) .................................................................................................. 10
5. Create a Tabular Report to a list of all Loan Applications that are fully paid................................. 14

ii
ASSIGNMENT – Tabular Reports
ASSIGNMENT – Tabular Reports SF-05 YASIR ABBAS MIRZA

1. Create a folder name ‘Sales and Marketing Reports’ and share it

with the CEO and its subordinates.

1
ASSIGNMENT – Tabular Reports
ASSIGNMENT – Tabular Reports SF-05 YASIR ABBAS MIRZA

2
ASSIGNMENT – Tabular Reports
ASSIGNMENT – Tabular Reports SF-05 YASIR ABBAS MIRZA

3
ASSIGNMENT – Tabular Reports
ASSIGNMENT – Tabular Reports SF-05 YASIR ABBAS MIRZA

2. Create a Tabular Report to show a list of all Accounts, whenever

they were created, that are type of ‘Customer - Direct’. (Fields -
Account Name, Account Number and Type)

4
ASSIGNMENT – Tabular Reports
ASSIGNMENT – Tabular Reports SF-05 YASIR ABBAS MIRZA

5
ASSIGNMENT – Tabular Reports
ASSIGNMENT – Tabular Reports SF-05 YASIR ABBAS MIRZA

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ASSIGNMENT – Tabular Reports
ASSIGNMENT – Tabular Reports SF-05 YASIR ABBAS MIRZA

3. Create a Tabular Report to show a list of all Opportunities,

whenever they were created that are closed won. (Fields: Account
Name, Opportunity Name, Amount, Created Date, Closed Date,
Type)

7
ASSIGNMENT – Tabular Reports
ASSIGNMENT – Tabular Reports SF-05 YASIR ABBAS MIRZA

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ASSIGNMENT – Tabular Reports
ASSIGNMENT – Tabular Reports SF-05 YASIR ABBAS MIRZA

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ASSIGNMENT – Tabular Reports
ASSIGNMENT – Tabular Reports SF-05 YASIR ABBAS MIRZA

4. Create a Tabular Report to show a list of all Opportunities,

whenever they were created that are closed won and their billing
state is ‘CA’. (Fields: Account Name, Opportunity Name, Amount,
Created Date, Closed Date, Type)

10
ASSIGNMENT – Tabular Reports
ASSIGNMENT – Tabular Reports SF-05 YASIR ABBAS MIRZA

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ASSIGNMENT – Tabular Reports
ASSIGNMENT – Tabular Reports SF-05 YASIR ABBAS MIRZA

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ASSIGNMENT – Tabular Reports
ASSIGNMENT – Tabular Reports SF-05 YASIR ABBAS MIRZA

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ASSIGNMENT – Tabular Reports
ASSIGNMENT – Tabular Reports SF-05 YASIR ABBAS MIRZA

5. Create a Tabular Report to a list of all Loan Applications that are

fully paid.

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ASSIGNMENT – Tabular Reports
ASSIGNMENT – Tabular Reports SF-05 YASIR ABBAS MIRZA

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ASSIGNMENT – Tabular Reports
ASSIGNMENT – Tabular Reports SF-05 YASIR ABBAS MIRZA

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ASSIGNMENT – Tabular Reports