Customize XC Reports and Sum Fields

1. Click "customize" button when in the report,
2. Under the "Preview" header, change "Tabular" in the drop-down menu to "Summary",
3. Drag the field you would like to organize into the "Drop a field here to create a grouping" section (i.e. Deal ID, Opportunity name, Period, Amount Paid)
4. Hover over the right side of any of the numeric fields until a down arrow appears
5. Click this option and click "Summarize this Field..."
6. Check off "Sum" > Save
7. Click “Run Report” to confirm the changes are correct > Save