Scenario
- User would like to create a Saved Search to show number of Customer/Leads created per month.
Solution
- Navigate to Reports > Saved Searches >New
- Select Customer
- Filter:
- Select Date Created
- Date Created: Select Within
- Select This year
- Click Set
- Click Results
- Filter:
- Note: For every required field use the drop-down menu to select it and once adjusted click Add if needed.
- Select Formula (Numeric)
- Summary Type: Select Sum
- Formula: Enter DECODE (to_char({datecreated}, ‘MM’)’01’,1)
- Custom Label: Enter January
- Select Formula (Numeric)
- Summary Type: Select Sum
- Formula: Enter DECODE (to_char({datecreated}, ‘MM’)’02’,1)
- Custom Label: Enter February
- Select Formula (Numeric)
- Summary Type: Select Sum
- Formula: Enter DECODE (to_char({datecreated}, ‘MM’)’03’,1)
- Custom Label: Enter March
- Select Formula (Numeric)
- Summary Type: Select Sum
- Formula: Enter DECODE (to_char({datecreated}, ‘MM’)’04’,1)
- Custom Label: Enter April
- Select Formula (Numeric)
- Summary Type: Select Sum
- Formula: Enter DECODE (to_char({datecreated}, ‘MM’)’05’,1)
- Custom Label: Enter May
- Select Formula (Numeric)
- Summary Type: Select Sum
- Formula: Enter DECODE (to_char({datecreated}, ‘MM’)’06’,1)
- Custom Label: Enter June
- Select Formula (Numeric)
- Summary Type: Select Sum
- Formula: Enter DECODE (to_char({datecreated}, ‘MM’)’07’,1)
- Custom Label: Enter July
- Select Formula (Numeric)
- Summary Type: Select Sum
- Formula: Enter DECODE (to_char({datecreated}, ‘MM’)’08’,1)
- Custom Label: Enter August
- Select Formula (Numeric)
- Summary Type: Select Sum
- Formula: Enter DECODE (to_char({datecreated}, ‘MM’)’09’,1)
- Custom Label: Enter September
- Select Formula (Numeric)
- Summary Type: Select Sum
- Formula: Enter DECODE (to_char({datecreated}, ‘MM’)’10’,1)
- Custom Label: Enter October
- Select Formula (Numeric)
- Summary Type: Select Sum
- Formula: Enter DECODE (to_char({datecreated}, ‘MM’)’11’,1)
- Custom Label: Enter November
- Select Formula (Numeric)
- Summary Type: Select Sum
- Formula: Enter DECODE (to_char({datecreated}, ‘MM’)’12’,1)
- Custom Label: Enter December
- Select Status
- Summary Type: Select Group
- Click Save & Run
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