1. Navigate to List > Search > Saved Searches > New.
2. Select Opportunity.
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
Customer
Group
Formula (Numeric)
Sum
DECODE (to_char({datecreated}, 'MM'), '01' , 1) January
Formula (Numeric)
Sum
DECODE (to_char({datecreated}, 'MM'), '02' , 1)
February
Formula (Numeric)
Sum
DECODE (to_char({datecreated}, 'MM'), '03' , 1) March
Formula (Numeric)
Sum
DECODE (to_char({datecreated}, 'MM'), '04' , 1)
April
Formula (Numeric)
Sum
DECODE (to_char({datecreated}, 'MM'), '05' , 1)
May
Formula (Numeric)
Sum
DECODE (to_char({datecreated}, '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 and Run.
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