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mshinn Custom Date Field Month
I have created a custom field which is for a date on an opportunity record. This records the date that a user issues a quote to a client. I'd like to be able to now report on the total $$$ quoted per month, but it appears as if the only way to do that is by the actual date. So, for example, if I want to report all of the quote amounts for the month of January, the only way I can get the numbers to appear is by listing each individual quote and the amount on the report. Is there a way to just report on the monthly total per user?
A particular user could send out 10 quotes in a month. When building a quarterly report, this could come out to be 150 different dates and amounts... 50 per month. If I can summarize all 50 of them as 1 amount per user for the given month, that is what I am looking to do.
I know that I can do this for Closed business because there is a "Close Date Month" option for a formula. Is this possible to also apply to a custom date field, i.e. "Quote Date Month"?
A particular user could send out 10 quotes in a month. When building a quarterly report, this could come out to be 150 different dates and amounts... 50 per month. If I can summarize all 50 of them as 1 amount per user for the given month, that is what I am looking to do.
I know that I can do this for Closed business because there is a "Close Date Month" option for a formula. Is this possible to also apply to a custom date field, i.e. "Quote Date Month"?
In a summary or matrix report, when you summarize by a date field (step 3 in the wizard), there is a dropdown menu that allows you to "group dates by" week, month, quarter, year, etc.