Hi guys,
I'm back to making reports on CRM and i feel like I've forgot everything i learned.
I have a report that i'm trying to organize by customer and their due dates for a payment increase ( this is just a date field). I want to group this report by four different date ranges(quarters) based on the payment increase date field.
So, in the end, i'm hoping the report would show me quarter 1, and which customers are due for a increase, then it would show me qtr 2 and those customers needing an increase and etc...
Can anyone explain to me how to set this up?
Thanks for all the help - i really appreciate it!
Kim