Is it possible to create a new Timeframe for reporting in RCE from a custom field? | Community
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A
Anonymous
February 1, 2017
Question

Is it possible to create a new Timeframe for reporting in RCE from a custom field?

  • February 1, 2017
  • 2 replies
  • 2181 views

I have created a lead analysis graph in RCE and I want to show the number of Marketing Qualified Leads by week. To do this I need to group "Marketing Qualified Date" into a weekly time frame. Is this possible? There are grouped time frames available for Lead Created and Opportunity Created Date but I believe these are out of the box fields. Please help!

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2 replies

Josh_Hill13
Josh_Hill13
Level 10
February 2, 2017

Yes, there is a way to group fields like that. Just hit the settings on that field or in the filter.

There are some great materials in University on RCE.

A
Anonymous
February 8, 2017

Hello Josh,

Thanks for responding to my post! I can't see any settings on the field or filters that relate to grouping- am I looking in the right place? Should this be visible in RCE or do I need to go into Admin to look at the Field itself?

Binh_Phan
Binh_Phan
Level 2
July 20, 2017

Hey Becky,

I actually am trying to make a similar report and have the same question. Did Josh ever get back to you? I don't see any settings on the fields or filters in RCE  that would let me group them as well.

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