Sort by Month and Year for any date field
We would like to be able to sort by month easily for any date column in reports. If a date column is added, clicking in the filter box there is a bunch of different ways to sort but there is no field to sort by a specific month. You can click the timeframe and click say all of the September month/year but when you have been open a long time, this is quite time consuming. Adding a tab there for month would be very helpful. I can see a case use for searching by a particular month for every date column. I am specifically needing MC Start Date column to save me time every month.
Diana Roberts
shared this idea
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Brian Schumacher
commented
I pull a list every month of agent anniversaries, but if I want a list of everyone that started in the month of August, no matter the year, I have to scroll through the entire month filter and choose each August. Royalty Month doesn't always work as some agents started in another MC but then transferred to mine. Would it be possible to get an additional filter option for MC Start Month so I can just choose the month in general?
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Daryl Morava
commented
That would make it so much easier.
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Diana Roberts
commented
The use of this that I do the most is monthly we pull agent anniversaries of joining the market center for our sales meeting. This means that I need the list of every agent that say joined in September of every year. All of the sorting goes by oldest to newest and not by month.