Display the Quarter & Year where the Date Created of a Lead record falls

 

To create the search, perform the following steps:

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

2. Select Customer.

3. Provide a Search Title.

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

Stage is Lead

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

Field	Summary Type	Formula	Custom Label
Customer
Sales Rep
Formula (Text)		CONCAT ((CASE WHEN TO_CHAR ({datecreated},'MM') in ('01','02','03') THEN 'Q1' WHEN TO_CHAR ({datecreated},'MM') in ('04','05','06') THEN 'Q2' WHEN TO_CHAR ({datecreated},'MM') in ('07','08','09') THEN 'Q3' WHEN TO_CHAR ({datecreated},'MM') in ('10','11','12') THEN 'Q4' END),-(TO_CHAR ({datecreated},'YYYY')))	Quarter_Year

6. Click Save & Run.