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I need to create a report with a graph where it shows month by month the number/amount of sales (custom object Invoices) and over the same month how many Cases were lodged. The 2 don't relate to each other at all, other than reporting over the same period.

We would like to see whether our Cases increase if we sell more and have an acceptable % of Cases per number of sales, and an actual % of Cases based on Sales month by month.

Is this possible with SF reports and graphs, or does this need to be done manually in Excel?

  • Make use of joined reports. – Reshma Nov 25 '16 at 4:18
  • Joined reports don't work on dates however, which is why I'm stuck, as that is the only field that I need to link the 2 tables on. – Irene Nov 29 '16 at 20:12

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