Current week, previous & month to date

[AdamO]

Hello,

I have some reports which are currently set up as follows:

Lead Grouping: Salesperson name
Next Grouping: Appointment date by month
Detail: the summary amounts for numbers of appointments & amount sold.

I have been asked to show the report with separate lines showing the 'Detail' above for:
- current week
- previous week
- month to date.

I am currently at a loss to determine how I can calculate and show this on the report.

Any pointers would help.

Thanks Adam

 

[Smart]

You could create 3 queries 1 for currentweek 1 for previous week and 1 for month to date
Create 3 reports 1 based on query current week 1 based on query previous week and 1 for query month to date

on the report that contains current week data you can add the other 2 reports a sub reports.That way data from all 3 reports will appear on 1 report