You need to sign in to do that
Don't have an account?
Service History Report
I am asked to create a report and subsequently a dashboard that checks if a certain unique serial number has had 3 or more calls within the last 90 days. What would be the best way to go about this?
Any help would be appreciated.
I know i can limit the output of a report by LASt 90 DAYS but im confused how i can limit the output to only those records that have more than 3 occurances based on a serial number. Hope this makes sense.
I did create a custom forumla that does a record count but i see i cant use that custom formula name as a criteria like custom formula > 3.
thank you
THank you for the reply. I am already pulling the source data out of a 3rd party app and upload it into sales force every night. We want to have all reporting done in SalesForce for uniformity but now it looks like ill have to back away from that and dissapoint my Directors.
I wonder if i coud make something happen pre massaging the data and somehow flag a record or serial number that it occurs more than 2 times in a time period and upload that to salesforce as well.
Still blows my mind that something this simple is not present in Salesforce reporting. i can think of 20 reports that woud need a function like that to properly work.