Skip to main content

Hi,

Our services business, which works with thousands of Cases per day, is looking for a way to better utilize reports and dashboards.  Their specific request is to see if Cases can be grouped by quarter or other larger metrics to help eliminate the need for a large or unreadable chart.  

I've attached a sample of what they are looking for.  I know that the standard reports and dashboards aren't able to do this, but was wondering if anyone know of any good AppExchange apps or other solutions that might help?

@Admin Group, Chicago, US

1 Kommentar
  1. 23. Juni 2020, 12:46
    I think calendar quarter is an option for grouping dates. I've done a row level formula to group the same date field 2 different ways, such as by calendar month and calendar year..
0/9000