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Generating a Report with a Date Range?
Is it possible to create an opportunity report that reviews opportunities by a date range field (like January-February) instead of a singular date field (like "Created Date")?
Create a formula field on Opportunity:
Name = "Close Month"
Type = "Text"
Formula = YEAR(CloseDate) & "-" & IF(MONTH(CloseDate)<10, "0", "") & MONTH(CloseDate)
This will let you do things like:
Group a report by both Month AND Year, allowing you do do a cumulative year over year comparison by month.
You could also make that formula with a custom report formula, but I add it to my Opportunity object so I don't need to copy the formula on every report.
https://trailhead.salesforce.com/trailblazer-community/feed/0D54S00000A7onZSAR
https://trailhead.salesforce.com/trailblazer-community/feed/0D54S00000A8GCTSA3
Thanks!