2 Replies Latest reply on Nov 6, 2013 8:40 PM by Frederic Pinchon

    Reporting summary numbers of new accounts

    Frederic Pinchon

      In this short attached example, my data source is a series of sales orders. I am trying to report on the total of new accounts for each quarter, knowing that a new account is considered new (once only) the first quarter its bookings reach $50. I am really struggling to flag these accounts based on quarter calculations, especially since I cannot display the details of these accounts.

      Please help me stay away from Excel