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Topics#Reports & DashboardsOlivia Forde 的问题
Olivia Forde (Lifes2good) 提问于 #Reports & Dashboards
2013年7月26日 09:10

Can I use a date comparison such as Account Created Date greater than Opportunity Close Date as a report filter

I am running a report to show No of New Customers V Existing Customers each month for the past year and I want to check if they are new by comparing the Opportunity Close Date and the Account Created Date - is this possible ?
5 个回答
  1. Jeff May
    2013年7月26日 10:22
    You can create a custom formula field on the Opportunity record which uses Account.CreatedDate and Opportunity.CloseDate.  You could calculate the number of days between the two, or you could return a true/false depending on if the 2 dates are in the same month.

     

    For example:

     

    MONTH(CLoseDate) = MONTH(Account.CreatedDate)

     

    returns true in a checkbox formula field if the dates are in the same month.

     

    Use the dropdowns and picklists to assemble the formula you need from the functions and fields available.
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