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Nathan Hedman-Copp 2Nathan Hedman-Copp 2 

Generating a Report with a Date Range?

Is it possible to create an opportunity report that reviews opportunities by a date range field (like January-February) instead of a singular date field (like "Created Date")?
James (CloudAnswers)James (CloudAnswers)
You have a few ways to accomplish this.  Because grouping by the month number if a frequent operation in my orgs, I do the following:

Create a formula field on Opportunity:
  Name = "Close Month" 
  Type = "Text"
  Formula = YEAR(CloseDate) & "-" & IF(MONTH(CloseDate)<10, "0", "") & MONTH(CloseDate)

This will let you do things like:
Group a report by both Month AND Year, allowing you do do a cumulative year over year comparison by month.

You could also make that formula with a custom report formula, but I add it to my Opportunity object so I don't need to copy the formula on every report.
 
AbhinavAbhinav (Salesforce Developers) 
Check this similar ask:

https://trailhead.salesforce.com/trailblazer-community/feed/0D54S00000A7onZSAR

https://trailhead.salesforce.com/trailblazer-community/feed/0D54S00000A8GCTSA3

Thanks!