1

I want to create a single report to show account details on different date range.

For example:

  • accounts created in last 7 days

  • accounts created in last 8-14 days

  • accounts created in last 15-30 days

I have attached a screenshot to better understand my requirement. Please check: enter image description here

Please let me know if this can be done.

Thanks

closed as unclear what you're asking by glls, battery.cord, Himanshu, Raul, Ratan Paul Jan 4 '18 at 12:06

Please clarify your specific problem or add additional details to highlight exactly what you need. As it's currently written, it’s hard to tell exactly what you're asking. See the How to Ask page for help clarifying this question. If this question can be reworded to fit the rules in the help center, please edit the question.

  • I tried to create a summary report based on date. But it shows result based a particular date! And I want result to be shown based on a certain date range. Please assist.. – Kamruzzaman Jan 3 '18 at 13:13
  • There is an workaround for your requirement. Create a pick-list field having options like 7 days old, 8-14 days old etc According to your requirement. Now create a workflow/Process builder and update the records like if created ate is less then 7 days update the picklist field with '7 days' option and similarly for others. Now create a report of Summary type and use that picklist field to summaries your result. – Ankita Dhamgaya Jan 3 '18 at 13:15
  • check my answer and nice way to explore bucket fields and summary reports – Santanu Boral Jan 3 '18 at 14:58
2

Here is an approach to meet this requirement.

  • Create a formula field like Day Diff as Number which will calculate number of days from Createddate.

    FLOOR( (NOW()- CreatedDate))

  • Go to Report and define Bucket field as follows. Here I have tried to define based on the data at my DE.

Bucket field

  • Now change the report type as Summary Report and place that bucket field for grouping and finally run the report. It will look like this.

Summary Report

  • Wow! That's awesome..! I was not aware of Bucket field. Thanks a lot..! – Kamruzzaman Jan 4 '18 at 8:24
  • I have post this use case in my blog yesterday – Santanu Boral Jan 4 '18 at 14:06

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