Count the Number of Phone Calls Created per Month Grouped By Customer

To create the search, perform the following steps:

     1. Navigate to List > Search > Saved Searches > New.

     2. Select Phone Call.

     3. Provide a Search Title.

     4. In the Criteria tab > Standard subtab, add the filters as needed

     5. On the Results tab > Columns subtab, set the following:

Field	Summary Type	Formula	Summary Label
Company	Group
Formula (Numeric)	Sum	DECODE (to_char({createddate}, 'MM'), '01' , 1)	January
Formula (Numeric)	Sum	DECODE (to_char({createddate}, 'MM'), '02' , 1)	February
Formula (Numeric)	Sum	DECODE (to_char({createddate}, 'MM'), '03' , 1)	March
Formula (Numeric)	Sum	DECODE (to_char({createddate}, 'MM'), '04' , 1)	April
Formula (Numeric)	Sum	DECODE (to_char({createddate}, 'MM'), '05' , 1)	May
Formula (Numeric)	Sum	DECODE (to_char({createddate}, 'MM'), '06' , 1)	June

       

     Note: Since there are 12 months in a year, add 12 Formula (Numeric) fields. Update the formula to match the month (e.g. 01 = January, 02 = February)

     6. Click Save & Run.