User needs to a list of opportunities without a value
for Partner. The user prefers to see the result on a per-month
basis.
To the report:
1. Navigate
to Lists > Search > Saved
Search > New.
2. Select Opportunity.
3. Under Criteria tab, insert:
2. Select Opportunity.
3. Under Criteria tab, insert:
Filter = Formula Text
Description = is empty
Formula =
{customer.partner}
3.
Under Results tab > Columns subtab, set the following
fields:
Field = Customer
Summary Type = Group
Summary Label =
Customer
Field = Formula
(Numeric)
Summary Type = Sum
Formula = Case WHEN
{customer.partner} is NULL Then 0 ELSE 1 END
Summary Label = Total
Estimates Without Partner
Field = Formula
(Numeric)
Summary Type = Sum
Formula = DECODE
(to_char({dated}, 'MM'), 01, 1,0)
Summary Label =
January
Field = Formula
(Numeric)
Summary Type = Sum
Formula = DECODE
(to_char({dated}, 'MM'), 02, 1,0)
Summary Label =
February
Field = Formula
(Numeric)
Summary Type = Sum
Formula = DECODE
(to_char({dated}, 'MM'), 03, 1,0)
Summary Label = March
5. Click Save
& Run.
Note: The result of
the search will show the number of opportunities per customer that are not
associated with any partner record. The result will display the count in a
monthly basis. Additional months can be displayed by following the sample
formula given above.
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