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DeniSidorenko2019-01-09 21:46:58
Bitrix24
DeniSidorenko, 2019-01-09 21:46:58

How to filter transactions by month?

Good afternoon. I will enter my projects in Bitrix 24. There is a section on successful transactions, with transactions and the total amount. How to make that in January I would show transactions that are only in January. Not all months

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Andrey Nikolaev, 2019-01-09
@DeniSidorenko

Set up a filter.
In the sense that it will not be "January", but "January xxxx of the year".
Just decide what "a deal that is only in January" is.
For example: if a deal is opened in January and closed in February, is it January or February?

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DA_vot, 2019-07-16
@DA_vot

If I understood correctly, standard reports in transactions are ideal for this task.
Add a report, Reporting period by filter, Stage the transaction is concluded, we consider the amount.
Simple and beautiful.

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