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jgardner03's avatar
jgardner03
Regular Visitor
9 years ago

Salesforce Reports Broken when Grouped

As far as I can tell there is no support in Service for grouping by date so as an attempted workaround I created a summary report in Salesforce (technically we use a force.com CRM) that had such grou...
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v-qiuyu-msft's avatar
v-qiuyu-msft
Icon for Community Support rankCommunity Support
9 years ago

Hi jgardner03,

 

When we use SalesForce content pack to get data in service, only dataset is imported. You can create the tabular format report in SalesForce, after importing data, you can use the Matrix visual and place date field in Row groups property to present data.

 

Best Regards,
Qiuyun Yu

 

  • jgardner03's avatar
    jgardner03
    Regular Visitor
    9 years ago

    Hi,

     

    Unfortunately I don't think I was clear enough in my initial post. I want to group sales by week, month, year in a dynamic form -- WTD, MTD, YTD. Unfortunately it doesn't seem a matrix report allows that kind of grouping. Is that the case or am I doing something wrong?