How to make a custom report with the add on

Here is a guide on how to hide columns in Google sheets using our add on and manipulate the data.

 

Steps:

 

0. Download the add on if you do not already have it:

https://prosperworks.zendesk.com/hc/en-us/articles/209728123-ProsperWorks-CRM-Custom-Report-Builder 

 

1. Download your Business Development opportunities using the Google sheets add on

 

 

2. Make a new tab called Sheet1, or use the existing Sheet1 tab if it is empty

 

3. Go to Sheet 1 and copy paste this in cell A1

=ArrayFormula('All Opportunities - Business Development'!B2:B)

 

4. Drag the cell over as far as you want it to go by clicking the blue square at the bottom right of cell A1

 

 

5. I have dragged mine to H

 

 

6. Go to cell B1, look at the formula. Go to cell C1, look at the formula. See how they are all different? If you do not want a column to show, just delete it.

 

7. I have decided I do not want columns F and G to show, so I have deleted them.

 

 

8. Now to refresh my data, I go to the add on and click the swirly button  here:

 

 

9. You will see all the updated values show up on your Sheet1 tab without the deleted rows!

 

 

Advanced:

Now that you have seen how to hide columns, what else can you do with the add on?

 

You can see the sum of opportunities by company name:

 

 

Formula:

=QUERY('All Opportunities - Business Development'!A2:Z,"SELECT D,SUM (E) WHERE A IS NOT NULL GROUP BY D ORDER BY SUM(E) DESC",1)

 

SELECT D,SUM (E) refers to these columns:

 

 

More cool things you can do:

https://www.prosperworks.com/blog/the-new-custom-report-builder

https://docs.google.com/spreadsheets/d/1f4B3C9v8h1r78ujVA6Z8VFtdiVSXpJ-_Kp7GBlSbCIU/edit#gid=1137015567

 

If you have any questions, please submit a request here

 

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