Hello, Zoho staff,
I need to create an Activity Report that shows how many visits our sales reps made to customers per day (i.e., name of sales rep, date, type of sales visit).
Today, customer visits can only be grouped by "Start DateTime" in the Activity Report. Instead, I need to group the visits grouped by "Start Date". In order to do this, I assumed that first I had to create a customized field in Events module that shows only the Date.
However, when I try to create a formula for this customized field,
I keep getting an error message: "Incorrect Return Type for the given formula".
Here is how I tried I tried to create this customized field:
- Events: Create Custom Field
- Select Field Type: Formula
- Provide Field Details:
- Label: "Visit Date"
- Section Name: "Event Information"
- Formula Return Type: DateTime
- Formula Expression= Datepart(${Events.Start DateTime})
What I actually need is to create a report that groups Events by Date, not DateTime. If there is an easier way to do that, I would love to hear it. Otherwise, any help in creating this customized field would be greatly appreciated.
Can someone please help?
Thanks in advance!
Andre