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Deanna Aaron 11 Create report with formula grouped by: donation name "contains" = ABC
Hi. I'm working to create a report that sorts donations(AKA opportunities) in groups.
If the opportunity name contains: ABC
Put it in group ABC
If the opportunity name contains: DEF
Put it in group DEF
If the opportunity name contains: GHI
Put it in group GHI
I considered using buckets, but the bucket fields are not working correctly. I have a ton of donations with "ABC", but when I type ABC, they are not coming up. Also, you manually have to click > "move to bucket ABC". It won't automatically include future opportunities containing "ABC" in the name.
How would I do this?
Thank you for your help!
If the opportunity name contains: ABC
Put it in group ABC
If the opportunity name contains: DEF
Put it in group DEF
If the opportunity name contains: GHI
Put it in group GHI
I considered using buckets, but the bucket fields are not working correctly. I have a ton of donations with "ABC", but when I type ABC, they are not coming up. Also, you manually have to click > "move to bucket ABC". It won't automatically include future opportunities containing "ABC" in the name.
How would I do this?
Thank you for your help!