Is it possible to create a new Timeframe for reporting in RCE from a custom field?

[Anonymous]

I have created a lead analysis graph in RCE and I want to show the number of Marketing Qualified Leads by week. To do this I need to group "Marketing Qualified Date" into a weekly time frame. Is this possible? There are grouped time frames available for Lead Created and Opportunity Created Date but I believe these are out of the box fields. Please help!

[Josh_Hill13]

Yes, there is a way to group fields like that. Just hit the settings on that field or in the filter.

There are some great materials in University on RCE.

[Anonymous]

Hello Josh,

Thanks for responding to my post! I can't see any settings on the field or filters that relate to grouping- am I looking in the right place? Should this be visible in RCE or do I need to go into Admin to look at the Field itself?

[Binh_Phan]

Hey Josh,

In the same vein as Becky, I can group the standard date/time fields based on the settings and filter, but there doesn't seem to be an option for custom fields we created (e.g. Marketing Qualified Date). The only work arounds I can think of is a very large number of groups in the field organizer or exporting to excel- but I was wondering if you had any other ideas to keep it within RCE.

[Binh_Phan]

Hey Becky,

I actually am trying to make a similar report and have the same question. Did Josh ever get back to you? I don't see any settings on the fields or filters in RCE  that would let me group them as well.