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Customize a Report to Show Annual Revenue for an Offering
If the Checkout Management App (CMA) dashboard doesn’t show what you need out of the box,
try modifying a report. This example steps you through how to display annual revenue for an
offering instead of monthly revenue across all offerings.
| User Permissions Needed | |
|---|---|
| To customize CMA reports: | CMA Admin User |
| To create, edit, and delete reports: | Create and Customize Reports AND Report Builder |
- Log in to the org where the CMA is installed.
- Open the App Launcher, and then click Checkout Management App.
- Click Dashboards, and then click CMA Dashboard.
- For the Revenue Per Month chart, click View Report.
- From the Edit dropdown list, select Clone.
-
Specify field values as follows, and then click
Create.
Field Name Value Name Revenue Per Year To keep your dashboard organized, include the name of your offering. For example, Revenue Per Year (Sample App).
Folder CMA Reports - Click Edit.
-
Add a filter to display revenue for a specific offering.
- From the Add dropdown list, select Field Filter.
- Enter filter criteria. To display revenue only for listings named Sample App, create the filter Listing Name equals Sample App.
- Click OK.
-
In the Preview section, from the Activation Date dropdown list, select .
Now the report is set up to show annual revenue instead of revenue by month.
- Click Save, and then click Run Report.