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I am building a report with a custom report type: Accounts with Platform Usage. I have a row-level grouping in place using the Reporting Date month of the Platform Usage Record. How would I go about adding a column that would give me the number of Accounts that were created in the grouped reporting month?

 

How Do I Show Record Count for the Number of Accounts Created in an Existing Monthly Grouping?

3 respuestas
  1. 8 may 2023, 18:17

    So basically something like this

     

    IF(

    AND(

    MONTH(Platform_Usage.Reporting_Date) = MONTH(Account.Start_Date)

    YEAR(Platform_Usage.Reporting_Date) = YEAR(Account.Start_Date)

    ),

    1,

    0)

    You can have a Row-Level Formula in a Custom Report Type, as long as it does not have a "With or Without" Object Relationship  

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