I’m trying to create a report that will give a wee...
# generall
LaWanda Gaither
11/12/2019, 3:34 PMI’m trying to create a report that will give a weekly total of the customers we onboard each but it doesn’t seem to be giving me accurate information. I also want the week dates to show not the week# . Can anyone help me with this?
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NElliott
11/12/2019, 3:44 PMmaybe try posting in suiteanalytics channel?
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LaWanda Gaither
11/12/2019, 3:45 PMOk thanks
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KevinJ of Kansas
11/12/2019, 4:37 PMIf week numbers is insufficient - you'll probably need a customization that drops that into a custom field with the desired dates.
KevinJ of Kansas
11/12/2019, 4:37 PMAlso - "onboard" can be tough - someone who was a lead converted into a customer will look different than someone who was created straight as a customer.
KevinJ of Kansas
11/12/2019, 4:38 PMSo you probably need a customization to handle that anyways.
KevinJ of Kansas
11/12/2019, 4:38 PMnot just a simple saved search.
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LaWanda Gaither
11/12/2019, 4:40 PMi've already created a custom field for onboard. My goal is to create a portlet on my dashboard that will show weekly Customers Onboard.