potential bug reports?

Question

I am using Sugar Pro 9.0.2 onSite.

I built a Matrix report on Leads with date created and status parameters. Date Created is set to a range: 1 Jan 2017 to today.

A simple group by

And a simple summary display

The results are grouped by Year and Month but the Month includes the Year and repeats for every Year

The result is even more obvious when you group by Month then Year

As you can see March 2017 is then split into each of the years.

Notice that the cells that are not relevant to that grouping are blank, but still displayed.

Moving on to 2018 shows all of 2017 blank and 2018 populated, then 2019 blank...

and so on... it's just wasted space showing the irrelevant columns

Is this a known issue? Or did I do something wrong? I don't often build Reports these days....

thanks,
FrancescaS

Francesca Shiekh · Accepted Answer

Thanks for clarifying, Francesca . In that case, you will encounter the issue I previously highlighted because grouping by the month of a date/datetime field in matrix reports includes the year. What you could do is use a custom field with Sugar Logic to isolate the month value from the Date Created field. Your grouping would be Leads > Year: Created and Leads > {Custom Month Field}. All leads would have a custom month value of 01 through 12, and you would not have the redundancies you currently experience with the matrix report grouping.