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Custom Report Based On Sales + Case Volume
Anyone had any success with creating either a custom report or custom saved search based on sales but also reference case records? I haven't had any luck in custom reports and I know I can easily loop both sales and cases into a saved search but I like the report options for Monthly, Year, etc.
Here is what I am trying to accomplish:
1) Report should include all customers with sales created during previous month.
2) Of those customers with sales in previous month we need:
a. Total Closed Cases in Previous Month
Thanks in advance for your help!
Jenny
0