Monthly Reporting

💬 General Discussion
1

We are new to Suite CRM and would appreciate some assistance.
I am trying to create a report that categorise by:
Transaction
Group
Agent
Date Created

I am looking for a report that tells me by month how many transactions an agent has done by a particular group by month

Any help would be appreciated

Keith6286

2

Hi Keith,

This is not currently functionality in AOR but is planned for future releases(calculating totals/grouping by).

Thanks,

Will.

3

Hey there, any updates on the monthly reporting?

4

Actually … figured it out.
There is a Format Options “Y-m”. This selected with the “group by” box checked, gives a monthly overview.
I’d upload a screenshot but the add file here in the forums seems to be not working for me.