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#2255 - Unable to create reports based on time

Open Bug? created by amedina2610 4 months ago

Hello guys;

I´ve been trying to create reports based on opportunities module in order to verify something like a pipeline; i mean for every month from now until December; i´d like to see:
- count of opportunities for every month:
     i.e: Sept(19) Oct(12) Nov(5) Dec(13)
- amount (SUM) in every month.
     i.e: Sept($13,000) Oct($10,000) Nov($7,500) Dec ($56,000)

I used as a reference the one named: Projects by Opportunity Lead Source Monthly Summary; i think s a simlar structure but it does not show any data.

Could you please let me know which steps should i follow in order to complete this report?.

Thanks in advance.

Alberto.

  1. itsapiens member avatar

    itsapiens Provider

    4 months ago

    Hello Alberto,

    Thank you for contacting us!

    The best would be if you could send us the access with the link to the report, as we need to see the details (but please do not send it here, please send to eva.narunovska@itsapiens.eu ).

    Or maybe at least screenshots of following tabs: Filters, Aggregate, Grouping&Sorting.

    Or we can schedule live web meeting (please let us know your location for time zones in this case).

    Thank you!

    Best regards,
    IT Sapiens Team

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