How to Create Salesforce Report Group by Month and Year

The sales team generated many leads in a recent campaign conducted by our company, which works with Salesforce CRM.

The campaign lasted a couple of months, and the sales team requested that the generated leads be grouped in a monthly format to analyze performance on a month-by-month basis throughout the campaign.

As a solution, I created a lead report and grouped it by month. I will explain how to create a Salesforce Report group by month and year, followed by a step-by-step guide on grouping Salesforce reports by month and year.

Table of Contents

Group by Month in Salesforce Report

In Salesforce, we have a feature that allows us to group the date field, which is typically used to organize report data in a monthly format. Grouping a report by month involves arranging the data in a report based on the month component of a date field.

By grouping a report by month, we can easily analyze trends, track monthly performance, and make informed decisions based on the data in the report.

Create a Salesforce Report Group by Month

In this example, we will create a Leads report, and I will explain how to group the records in a Monthly format. We will filter the records using the Last Modified Date field and apply a filter report Grouped by Month.

To create a report group by month for Leads, follow the steps below.

Go to “App Launcher” -> Search “Reports” -> Click on Reports. Then click on the New Report button.

Go to All category -> select a report type; search “Leads,“ you can search for which object you want to create a report for. -> Select Leads.

Create Pipeline Report For Closed Converted Leads in Salesforce

Now, remove the Default Filter to display all records in the report. To do so, go to the Filters tab and apply the following filters.
- In the Show Me field, select All Leads.
- In the Created Date field, select the Range field as All Time.

After that, click the Outline tab to select the date field to group. Then, search for and select the date field Last Modified in the field Group Rows.
- Now, the report data will be grouped in the row Last Modified.

how to group by month in salesforce report

Now, we want to group the report by Month. To do that, click on the dropdown menu in the Last Modified column, and select Group Date by -> Calendar Month.

After applying the above filter, the data will be arranged in a month format, as shown in the picture below. Now click on the Save & Run button.

Now, the report will be saved in the folder you have selected, and it will open in the next window, where you can view all the report’s records.

In this way, we successfully grouped a report by month in Salesforce, where we organized the report data by month.

Group by Year in Salesforce Report

In Salesforce, grouping a report by year involves organizing the data in a report based on the year component of a date field. Grouping the dates in a year format is required when organizing the report data in a yearly or annual format.

By grouping a report by year, we can track annual performance and analyze the data on yearly activities.

Create a Salesforce Report Group by Year

Here, we will create a custom report for the Opportunities. Later, we will sort the date field of the data in a yearly format. The data will be grouped according to the years 2023 and 2024.

To create a report group by year for Opportunity, follow the steps below.

Here, we will create a New Report. Go to All Category -> to select a report type and Search Opportunities. You can search for which object you want to create a report. -> Select Opportunities.

Now, remove the Default Filter to display all records in the report.
- To add a group row, click on the Outline tab in the left sidebar, then go to the field Group Rows, search, and select the date field Created Date.
- Now, the ‘Created Date‘ field will group the dates of records in a row.

Click on the dropdown of the group row Created Date, and in the options, select Group Date by -> Calendar Year.

After applying the above filter, the data will be grouped by year, as shown in the picture below. Now click on the Save & Run button.

In this way, we successfully grouped a Report by Year in Salesforce, where we grouped the report data based on the respective year.

Conclusion

In this Salesforce tutorial, we learned how to create Salesforce reports grouped by Month and year using the examples provided above, which we created in Salesforce. We grouped the date fields in those reports in the Month and Year format.

Additionally, we have learned about grouping reports in a month-year format to organize and categorize records in the report table.