Reporting based on month

Liberty Create
1

I’m needing to create reports however I am unsure how I go about it. For each month period (eg Dec’25 etc), I need to get a count of each of the choices for my status dropdown. If anyone has any advice on how to do this it would be greatly appreciated

2

Hi Alex,

You can create a pivot table on the base object.

Column group method would be “Time based field”, and the date property you want to group by month. Scale would be month. You can add summary fields for totals.

Row group method would be “Fields” and the group’s field would be the choice, with the display category the same. You can also add summary fields here for totals.

You can use subsets to filter the data you are reporting on or, combine the pivot table with a search widget group to add more customisation for users (They can search by dates and other properties that will filter the pivot table).

Also adding “Download as CSV” is sometimes useful to allow users to download reports in excel spreadsheets.

Hope this helps.

Dan.

3

Hi Dan,

Thank you so much, that has worked perfectly