Hello everyone,
I'm trying to run a report that contains data for 'THIS QUARTER' on a Custom Object for 3 different values.
The Custom Object has a picklist field with 3 Statuses PA, PGI and Qualified. There is also a time stamp and checkbox for each status change, which gets updated via process builder.
What I'm trying to do is create 1 report that shows the count of Status for 'This Quarter.' This is what I'm getting currently on my report:
But PAs and PGIs should not be counted towards the PA and PGI totals because the dates they moved to these statuses was before the current quarter, but the Qualifieds should all be counted for the quarter.
My goal is to get one report that looks like this:
Is this something that can be accomplished one report? Or would it need to be three different reports?
Thanks,
Boshra
