I need a suggestion about the best way to create in Lightning a single report showing, by calendar month, the number of
Open Opportunities (based on Created Date field)
Closed Opportunities (based on Status=closed and Close Date field).
I cannot find the way as the date field to group data is not the same...
5 risposte
Hi Mimma,
Its not possible in a single report, as you rightly identified the grouped date fields are different (CreatedDate, Close Date)
you could definitely show this in 2 different reports.
Does your report shows data for specific Month (like This Month or Previous Month) or is it more like Opportunities this year, grouped by Months and for each Month show the Closed Opps and Created Opps?
