Monthly sum

Hi,
I want a monthly report sum of the customer.my data is below, How can I do that

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5 REPLIES 5

You should create a column โ€œMonthโ€.

I have created that VC also , But i want sum of each customer monthly

This should be good reference point for you.

Sir

But i want to download the data monthly for sending the report

Refer to my sample app I shared to the public. There is calendar table, which will do the aggregation calc. One row represent YYYY MM. This stands as parent record, where we have associated records as child.

set up aciton and workflow on this calendar table to get the data basis per yyyy mm.

You need to be ready to get your hands dirty.

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