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Year over year reporting question

Ellen Wood

Hello! I'm new to Sugar CRM I was asked to build a report and I am having trouble getting the results to display the way they are wanted. 

I've built the summation report to show sales for a certain group based on the month they were awarded year over year, but the vertical grouped graph shows all of the first year before starting on the second year.  So it shows 2020 Jan, Feb, March... 2021 Jan ...  If I reverse the order in the grouping, it shows the 2020 months all grouped together and the 2021 months all grouped together

I need it to show Jan 2020 next to Jan 2021, Feb 2020 next to Feb 2021 ...

Does anyone have any suggestions for how to get this to work? 

  • Hi Ellen, 

    I'm not aware of a way to display the data in that format with our standard out-of-the-box reporting tools. However, that functionality is available in Sugar Discover, our revenue analytics solution. I've included a screenshot of a similar report in Sugar Discover below: 

    You can learn more about Sugar Discover here. Happy to address any additional questions you might have. 

    Brie Rowe