Is it possible in Zoho CRM's reporting module to get "date-based" reporting totals across the Potentials records? I am trying to get a pretty basic sales report that totals all of our closed sales (Potential records) by MONTH as an example for an entire year.
Similarly, I need to take my closed sales records by "Product Type" (field on Potential record) and total these across a few years to see the sales trends by product by YEAR. Maybe I am missing something simple, but I can't easily find "Mo/Qtr/Yr" SUMMARY GROUPINGS or even SUBTOTALS. Is there a trick to this?