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aressaress 

Campaign Report

Hey can anyone help in reporting of following scenario?

Create a report on Lead object which would return all the Lead records on which Telecalling is supposed to be performed in the next month.
Only the records qualifying the following criteria would be displayed in the report
-> Lead Status - 'Open - Not Contacted'
-> Lead Source - 'Web' Or 'Other'
-> Last Modified date should fall under last three months from today.

The report should display the record count for each 'Lead City' for each 'Lead Priority'.
This would be essentially a Matrix Report Create a suitable dashboard for the same. Custom Field Details
1) Lead City - type - Picklist
2) Lead Priority - type - Picklist (P1, P2, p3, p4)
Waqar Hussain SFWaqar Hussain SF
Hi Ayesha,
 
For this report First you will have to create two formula fields.

1- Create a formula checkbox field where
IF Telecalling is supposed to be performed in the next month, set this field to true

2- Create anothe formula checkbox fiels where
IFLast Modified date fall under last three months from today, set this field to true

Then create aa report on lead object and add criterias as

-> Lead Status equals 'Open - Not Contacted'
-> Lead Source equals Web, Other
-> Formula field 2 = true
-> Formula field 1 = true
-> Lead Priority - type  equals P1, P2, P3, P4
sagarrrrsagarrrr
Hi Waqar,
I am stuck in a formula field. so can you plz help me in the formula fileds.

thanks you
Waqar Hussain SFWaqar Hussain SF
Sure
Waqar Hussain SFWaqar Hussain SF
What formula do you need? Can you please explain. 
sagarrrrsagarrrr
For this report First you will have to create two formula fields.

1- Create a formula checkbox field where
IF Telecalling is supposed to be performed in the next month, set this field to true

2- Create anothe formula checkbox fiels where
IFLast Modified date fall under last three months from today, set this field to true 

this two things i am unable to create it.
Waqar Hussain SFWaqar Hussain SF
Formula 1
Create a checkbox formula field. The formula will look like
IF( AND(Test_Date__c - TODAY() <= 30, Test_Date__c - TODAY() > 0) , TRUE, FALSE)


Formula 2
Create another checkbox formula field. The formula will look like
IF( AND(TODAY() - Test_Date__c <= 90, TODAY() - Test_Date__c > 0) , TRUE, FALSE)