Report Types

Last updated: August 1, 2025

A report type defines the set of records and fields available to a report based on the relationships between a primary object and its related objects.

Prerequisites

  • Clazar Salesforce App Version 1.45 or later.

  • In the Clazar App, Salesforce should be connected to the instance.

1. Opportunities with AWS Co-Sell Opportunities

The “Opportunities with AWS Co-Sell Opportunities” report type allows users to generate reports that combine AWS Co-Sell Opportunities with standard Salesforce Opportunities. This report type provides insights and the status of Co-Sell opportunities with AWS.

Use Cases

  • Track the progress of AWS co-sell opportunities.

  • Analyze the success rate of AWS-related opportunities.

  • Monitor revenue generated from AWS co-sell opportunities.

How to Create a Report

  1. Navigate to the Reports Tab: Go to the Reports tab in Salesforce.

  2. Create New Report: Click on the “New Report” button.

  3. Select Report Type: Choose “Opportunities with AWS Co-Sell Opportunities” from the list of available report types inside the Opportunity category.

  4. Configure Report: Add filters, groupings, and columns to customize your report.

  5. Save and Run Report: Save your report and run it to view the results.

Example Report

  • Report Name: AWS Co-Sell Estimated MRR Trends

  • Filters:

    • Close Date = Last Quarter,

    • Stage = Closed Won

  • Columns: Opportunity Name, Account Name, Amount, Close Date, AWS Partner

How to Create a Chart

  • Run the Report: Ensure you have the desired report results.

  • Add Chart: Click on the “Add Chart” button.

  • Select Chart Type: Choose a chart type (e.g., Bar Chart, Pie Chart, Line Chart) that best represents your data.

  • Configure Chart: Set the X-axis, Y-axis, and other settings based on your report data.

  • Save Chart: Save the chart to be included in your report and dashboards.

Example Chart

  • Chart Type: Bar Chart

  • X-axis: Close Date

  • Y-axis: Amount

  • Group By: AWS Partner

2. Opportunities with Azure Co-Sell Opportunities

The “Opportunities with Azure Co-Sell Opportunities” report type enables users to create reports that combine Azure Co-Sell Opportunities with standard Salesforce Opportunities. This report type helps in analyzing the performance and status of Co-Sell opportunities with Azure.

Use Cases

  • Evaluate the progress of Azure co-sell opportunities.

  • Determine the success rate of Azure-related opportunities.

  • Track revenue generated from Azure co-sell opportunities.

How to Create a Report

  1. Navigate to the Reports Tab: Go to the Reports tab in Salesforce.

  2. Create New Report: Click on the “New Report” button.

  3. Select Report Type: Choose “Azure CoSell Opportunity with Opportunities” from the list of available report types.

  4. Configure Report: Add filters, groupings, and columns to customize your report.

  5. Save and Run Report: Save your report and run it to view the results.

Example Report

  • Report Name: Azure CoSell Opportunity Analysis

  • Filters: Close Date = This Year, Stage = Negotiation/Review

  • Columns: Opportunity Name, Account Name, Amount, Close Date, Azure Partner

How to Create a Chart

  • Run the Report: Ensure you have the desired report results.

  • Add Chart: Click on the “Add Chart” button.

  • Select Chart Type: Choose a chart type (e.g., Bar Chart, Pie Chart, Line Chart) that best represents your data.

  • Configure Chart: Set the X-axis, Y-axis, and other settings based on your report data.

  • Save Chart: Save the chart to be included in your report and dashboards.

Example Chart

  • Chart Type: Pie Chart

  • Slices: Azure Partner

  • Values: Amount

3. Opportunities with Clazar Co-Sell Opportunities

The “Opportunities with Clazar Co-Sell Opportunities” report type allows users to generate reports that combine Clazar CoSell Opportunities with standard Salesforce Opportunities. This report type provides insights into the performance and status of co-sell opportunities with Clazar.

Use Cases

  • Monitor the progress of Clazar's Co-Sell opportunities.

  • Analyze the success rate of Clazar-related opportunities.

  • Track revenue generated from Clazar co-sell opportunities.

How to Create a Report

  • Navigate to the Reports Tab: Go to the Reports tab in Salesforce.

  • Create New Report: Click on the “New Report” button.

  • Select Report Type: Choose “Clazar CoSell Opportunity with Opportunities” from the list of available report types.

  • Configure Report: Add filters, groupings, and columns to customize your report.

  • Save and Run Report: Save your report and run it to view the results.

Example Report

  • Report Name: Clazar CoSell Opportunity Analysis

  • Filters: Close Date = Last Month, Stage = Proposal/Price Quote

  • Columns: Opportunity Name, Account Name, Amount, Close Date, Clazar Partner

How to Create a Chart

  • Run the Report: Ensure you have the desired report results.

  • Add Chart: Click on the “Add Chart” button.

  • Select Chart Type: Choose a chart type (e.g., Bar Chart, Pie Chart, Line Chart) that best represents your data.

  • Configure Chart: Set the X-axis, Y-axis, and other settings based on your report data.

  • Save Chart: Save the chart to be included in your report and dashboards.

Example Chart

  • Chart Type: Line Chart

  • X-axis: Close Date

  • Y-axis: Amount

  • Group By: Clazar Partner