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Date Format in Reports

New Member
Posts: 5
Country: USA

Date Format in Reports

I am creating an Opportrunity Report and need to group the data by month. i.e.

 

April 2008

    4/1/2008     ABC Company   Sale    $4000.00

    4/5/2008     EFG  Company   Sale    $4000.00

 

    Total $8000

 

May 2008

    5/1/2008     ABC Company   Sale    $4000.00

    5/10/2008     ABC Company   Sale    $4000.00

 

      Total $8000

 

How do I set the expression to format the date as Month and Year only and group by Month/Year ( not by MMDDYYY )

 

Thanks You!

Nickel Elite Contributor
Posts: 595
Country: USA

Re: Date Format in Reports


jjust wrote:

I am creating an Opportrunity Report and need to group the data by month. i.e.

 

April 2008

    4/1/2008     ABC Company   Sale    $4000.00

    4/5/2008     EFG  Company   Sale    $4000.00

 

    Total $8000

 

May 2008

    5/1/2008     ABC Company   Sale    $4000.00

    5/10/2008     ABC Company   Sale    $4000.00

 

      Total $8000

 

How do I set the expression to format the date as Month and Year only and group by Month/Year ( not by MMDDYYY )

 

Thanks You!


You actually have two different issues here neither of which can be solved by a custom field expression.

 

Grouping be month as you have shown can't be done with the ACT! report generator unless you used one of the opportunity custom fields to record the month and year for each opportunity. If you were to do that, then the grouping and the totaling by month would be fairly simple and would not require an expression, only proper field placement and formatting.

 

As an alternative, you could sort the report by the date but without the grouping. You could then get the totaling using some fairly complex scripting.

 

 

Roy Laudenslager
ACT! Certified Consultant
Techbenders
royel@techbenders.com