User needs to create a list of opportunities without a value for Partner. The user prefers to see the result on a per-month basis.
To create the report:
1. Navigate to Lists > Search > Saved Search > New.
2. Select Opportunity.
3. Under Criteria tab, insert:
- Filter = Formula Text
- Description = is empty
- Formula = {customer.partner}
3. Under Results tab > Columns subtab, set the following fields:
- Field = Customer
- Summary Type = Group
- Summary Label = Customer
- Field = Formula (Numeric)
- Summary Type = Sum
- Formula = Case WHEN {customer.partner} is NULL Then 0 ELSE 1 END
- Summary Label = Total Estimates Without Partner
- Field = Formula (Numeric)
- Summary Type = Sum
- Formula = DECODE (to_char({datecreated}, 'MM'), 01, 1,0)
- Summary Label = January
- Field = Formula (Numeric)
- Summary Type = Sum
- Formula = DECODE (to_char({datecreated}, 'MM'), 02, 1,0)
- Summary Label = February
- Field = Formula (Numeric)
- Summary Type = Sum
- Formula = DECODE (to_char({datecreated}, 'MM'), 03, 1,0)
- Summary Label = March
5. Click Save & Run.
Note: The result of the search shows the number of opportunities per customer that are not associated with any partner record. The result displays the count in a monthly basis. Additional months can be displayed by following the sample formula given above.
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