Display Total Opportunities Without Partner Association for Each Month

User needs to create a list of opportunities without a value for Partner. The user prefers to see the result on a per-month basis.

To create the report:

1. Navigate to Lists > Search > Saved Search > New.
2. Select Opportunity.
3. Under Criteria tab, insert:

• Filter = Formula Text
• Description = is empty
• Formula = {customer.partner}
  

3. Under Results tab > Columns subtab, set the following fields:

• Field = Customer
• Summary Type = Group
• Summary Label = Customer
  
• Field = Formula (Numeric)
  
• Summary Type = Sum
  
• Formula = Case WHEN {customer.partner} is NULL Then 0 ELSE 1 END
• Summary Label = Total Estimates Without Partner
• Field = Formula (Numeric)
• Summary Type = Sum
  
• Formula = DECODE (to_char({datecreated}, 'MM'), 01, 1,0)
• Summary Label = January
• Field = Formula (Numeric)
• Summary Type = Sum
  
• Formula = DECODE (to_char({datecreated}, 'MM'), 02, 1,0)
• Summary Label = February
• Field = Formula (Numeric)
• Summary Type = Sum
  
• Formula = DECODE (to_char({datecreated}, 'MM'), 03, 1,0)
• Summary Label = March

5. Click Save & Run.

Note: The result of the search shows the number of opportunities per customer that are not associated with any partner record. The result displays the count in a monthly basis. Additional months can be displayed by following the sample formula given above.