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!
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.
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?
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.
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.