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Shauryanaditya Singh 3 How to create a Dashboard that shows customers and accounts created in last week ?
I want to create a dashboard that shows number of customers and accounts created in last 1 week. I don't understand how to make a report for this. It always shows a list of all accounts. What can I do ?
You can try these steps:
In Reports you have to Filter Out Some value:
1- In the Date field you have to select created Date
2- In range This Week.
3- The table format Should be matrix
4- In which Select Account Name And Created date as Field.
Just like in the Screenshot below
In the Dashboard , you have to select a Donut Chart.
Put the report In the Section.
Voila , your task is over.
Hope it will Help you,
Regards
Suraj
All Answers
You can try these steps:
In Reports you have to Filter Out Some value:
1- In the Date field you have to select created Date
2- In range This Week.
3- The table format Should be matrix
4- In which Select Account Name And Created date as Field.
Just like in the Screenshot below
In the Dashboard , you have to select a Donut Chart.
Put the report In the Section.
Voila , your task is over.
Hope it will Help you,
Regards
Suraj