Salesforce Reports Broken when Grouped

[jgardner03]

As far as I can tell there is no support in Service for grouping by date so as an attempted workaround I created a summary report in Salesforce (technically we use a force.com CRM) that had such grouping. I created a new dataset that imported the regular report and the grouped report and while all the fields are available on the regular report as expected, the only fields available on the grouped report are "Record Count" and "Sale: Net On" the latter of which is the date field used to create the groups in the Salesforce report.

What additional information can I provide you to help troubleshoot this issue?

[v-qiuyu-msft]

Hi @jgardner03,

When we use SalesForce content pack to get data in service, only dataset is imported. You can create the tabular format report in SalesForce, after importing data, you can use the Matrix visual and place date field in Row groups property to present data.

Best Regards,
Qiuyun Yu

[jgardner03]

Hi,

Unfortunately I don't think I was clear enough in my initial post. I want to group sales by week, month, year in a dynamic form -- WTD, MTD, YTD. Unfortunately it doesn't seem a matrix report allows that kind of grouping. Is that the case or am I doing something wrong?