1 Reply Latest reply on May 10, 2017 11:19 AM by Emily Dick

    Total Leads Grouped by Date Field

      I'm trying to create a report that uses a date field to show total leads by month. I can't use the Lead Performance report because that uses the Created At field which I don't want because it just pulls in the net new leads. I tried using the Lead Analysis report in RCE but I can't group the data by month (unless I'm missing it somewhere).

       

      Is there a way to do this that I've missed? (Besides creating Smart Lists for each month and exporting the data and creating a report in Excel or in a data viz tool).