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Microsoft Dynamics CRM (Archived)

Comparison customer per Year / Quarter

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Posted on by Community Member

Hi guys,

I have a field "ABC" on account, where the sales rep can fill in, whether the account is an A, B, or C customer.

We want to have a report showing who are the A customer of current year, last year, this quarter, last quarter.

What is the best way to achieve this, without that I have to create a new entity to record the ABC Status of the current year?

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Rajkumar Rajaraman on at

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Hi Donny,

You can do this using Option set

set option set values as A,B and C

Create the report using the wizard, then you'll need to download the report and edit it using Visual Studio.

Hope this helps.

Regards,

R.Rajkumar

"Please mark my answer as verified if you found it helpful"

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Community Member on at

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Hi Rajkumar,

I think you didn't understand my question correctly.

I need a report which shows me a list of A customer from this year in comparison to A customer of last year, and also from this quarter and alst quarter.

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