Hello Forum,
I'm trying to build a report.
I have the primary Tab "SMERT" which is where I will be pulling the data from.
On the tab Monthly "Report by analyst" I need a formula that will pull the records indicated by field into this report. by analyst by month=any date for that month selected with the Date Initiated field being the date to reference.
I have uploaded a sample file. Which has the specific data referenced in the formula's that I have that are not working. I do not wish to use a pivot table for this which I do not like the formatting for with a report.
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