• Patrick Sullivan CloudAnswers
  • NEWBIE
  • 25 Points
  • Member since 2014
  • CloudAnswers

  • Chatter
    Feed
  • 1
    Best Answers
  • 0
    Likes Received
  • 0
    Likes Given
  • 0
    Questions
  • 7
    Replies
Hi,

I am trying to create a report in salesforce which i need help on it

I have 2 objects account and contact

i have a date field in account called last date

my condition is if the lastdate is set to a value 3 months back contact records should be displayed in my report

for eg if last date is 1/05/2017

then the report should fetch the contact records 1/02/2017 alone

How do i achieve it in report salesforce

Kindly help me

Thanks in Advance
Hi,

I am trying to create a report in salesforce which i need help on it

I have 2 objects account and contact

i have a date field in account called last date

my condition is if the lastdate is set to a value 3 months back contact records should be displayed in my report

for eg if last date is 1/05/2017

then the report should fetch the contact records 1/02/2017 alone

How do i achieve it in report salesforce

Kindly help me

Thanks in Advance
I've verified and linked my Trailhead profile but the badges are not showing up. Any ideas on what I can check?

I'm trying to create a report to compare sales for the previous year's quarter to the current year's quarter or previous year's month to current year's month but am having a hard time making it work. I created a report using the time frame of Current and Previous CY. Then I grouped by the Close Date - Calendar Year and another group by on Close Date(2) - Calendar Month in Year. The problem with it is that it shows all months for last year but I really only want to compare January, 2011 - June, 2011 to January, 2012 - June, 2012. Is there a way to do this. Also, I'd really like to be able to compare Q1-2011 vs Q1-2012. Is that possible?