Use Row Level Formulas to get Customer Accounts and Date Since Last Modified in Reports #inSalesforce
Use Row Level Formulas to get Customer Accounts and Date Since Last Modified in Reports #inSalesforce
Scenario 1:
Suppose Account Report and Save it, edit and you want to count the number of customers (customer accounts - Type equals Customer)
As in visual, create a row-level formula called Customer Account(number output type), and create a formula like IF(TEXT(TYPE) = 'Customer',1,0)
Now output is as per 1 or 0
Click on Summarize and select Sum and you get the count
Scenario 2:
Suppose Account Report and Save it, edit and you won't find the number of days since it's last modified
As in the visual, create a row-level formula called Days Since Modified(number output type), and create a formula like TODAY()-DATEVALUE(LAST_UPDATE) and Save. Test it
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