Skip to main content

Hello,  for our customers  and ex-customers Accounts records (we use record type to identify them) we have 2 date fields: date of acquisition and date of cancellation (valued only in case of Ex-customer Record type). I need to create a report showing the trend of active customers per year meaning that for each year I want to see how many active customers we had that is the Nb of acquisition @the date - the Nb of cancellation @the date.

Any suggestion?

8 respuestas
  1. Eric Praud (Activ8 Solar Energies) Forum Ambassador
    1 jul 2021, 12:32

    Maybe you could add the cancellation date and create a group right under the Acquisition date?

    Otherwise, You could create a custom formula field or a row level formula returning a date: BLANKVALUE(Date_of_cancellation__c, Acquisition_Date__c)

     

    If using a formula field, make sure you select "treat blank fields as blank"

     

    Then group your report by this date formula instead of the Acquisition date.

    The Summary formula remains the same

0/9000