Thursday, April 18, 2019

Count Cases Created on a specific Month/Year

To create a Case Saved Search which will show you a number of cases created on a specific Month/Year, follow the steps below:

1. Create a Case Saved Search, List > Search > Saved Searches > New.
2. Select Cases.
3. Navigate to the Results Tab and add the field Formula (Numeric), use the formula below:
case when to_char({createddate}, 'MON YYYY') in ('JAN 2013', 'MAR 2013', 'SEP 2013') then 1 else 0 end
4. Set the Summary Type = Sum.

Note: User may replace the month by entering the first three letters of the month and then the year on the formula field.

5. Click Save and Run.

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