Sunday, June 9, 2019

Count Records where the Transaction Date is within the Last Week

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

2. Select Search Type (E.g. Opportunity).

3. On the Criteria tab > Standards subtab (enter if there are any additional requirements).

4. On the Results tab > Columns subtab, add the following Fields:

a) Date
- Summary Type = Group

b) Customer
- Summary Type = Group

c) Formula Numeric
- Summary Type = Sum
- Formula = case when ({trandate} > ({today}-8)) then 1
else 0 end
- Custom Label = This Week

5. Click Save & Run.

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