As a Salesforce admin, I worked on the case report. Recently, the manager wanted to calculate the open cases by the number of days since a customer’s case was created until today in a Salesforce report so that they could track the progress of customer support cases.
I created a case report to achieve this requirement using the difference between the case creation date and today’s date.
Here, I will explain the date formula in the Salesforce report and then show you how to use it using the above scenario and a step-by-step explanation.
Use Date Formula in Salesforce Report
In Salesforce, we can use date formulas in reports to calculate the difference between two date fields and add or subtract days from a date. In the following steps, we will see how to display the date difference from today in the Salesforce report.
1. Go to the Home page. -> Home tab. -> App Launcher. In the search box, search for the Report, and click on the Reports option.
2. Click the New Report button to create the new report.
3. Now, you need to select the Object to create the report. To select the object, you will see the Category option on the left side of the screen. Click the All option, and select Case Object directly or search for the object.
Then click on the Start Report button.
4. Now add the necessary columns by clicking on the outline and searching for a column you want to add; you can also remove unnecessary columns. Here, we need the Date/Time Opened column that we will use in the formula.
5. After that, click on Outline. -> Then click the dropdown arrow. -> Select Add Row-Level Formula.