Hello,

I want to make a table with the number of visit reports created per person (counted number of visit reports created in a custom module in CRM) and a second column with the target visits (this is filled in a field on a report on each month created in another custom module in CRM, where we are using a date field in that report to know in which month this applies to).

How is it possible to match the "visit date" from the first module with the "date" from the second module to see the correct visits per month next to their target visits per person and that for each month ?

example: person A created 103 visit reports in the module => This is 103 visits to be shown.

      Person A created 1 report in the target module with a "target field" of 100 visits => This is 100 to be shown

This on the same month in the column in Analytics.

Is it with query ? I don't know how to do that, could someone show me please in a live session ?

Thank you

Joshi