Need Help with Generating a Report
I have 3 fields in the table. Field 1 is "product type" , Field 2 is "purchase value", Field 3 is "Purchase Date".
Example Values
Product Type | Purchase Value | Purchase Date |
Fruits | 300 | 10/12/23 |
toys | 200 | 10/12/23 |
fruits | 50 | 11/12/23 |
toys | 100 | 11/12/23 |
fruits | 500 | 11/12/23 |
I want to create a report every day that shows the MTD(Month to date) and daily purchase Value along with the product type. Something like below,
Product Type | MTD Purchase value | Daily Purchase Vale |
Fruits | {Total values of Fruits MTD} | { Current days Values of the Fruits} |
Toys | {Total values of Toys MTD} | { Current days Values of the Toys} |
I want this report to be generated daily with current date and send this report over email.
I am new to zoho, please help with this report.