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Rolling Last Day of each Month Reporting — Cloud Customer Connect
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Rolling Last Day of each Month Reporting

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edited Jul 9, 2020 2:24PM in Reporting & Analytics for Sales 2 comments

Summary

End of Month Reporitng

Content

We have a requirement for an end of the month report.  It should show all closed Opportunities and Revenue on a rolling month to month basis but specifically show a snapshot of the data at the end of each month.  They specifically want to see the data on the last day of each month and not during the month.  Any ideas of thoughts or if anyone has done something similar.

Thanks

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