I have created a report that gives the closed opptys of previous years.
When trying to understand, I get a wrong: Summarize by Close Month option, as it shows the last month of 2012 as the close month.
the total number reported, is actually smaller than the one I get, If I report on opptys from the same period: (Previous Fiscal Period)
Fiscal year settings:
- Why does the Summarize shows 2012 opptys?
I took a sample opty. In the oppty page, the close date is: 01/01/2013
In the report it shows: 31/12/2012
To make it even wierder (can it?) – the process I do is: export the opptys (and relevant data out to a new report).
In that report, the same oppty has a close date of: 1/1/2013
After the Dataloader -> Insert – the same three rows have different close date
— I thought it to be a Time zone issue, as the opptys were from Bangladesh, but apparently, I have the same behavior on 2 opptys form the US.
The forecast in our org (for now) is not visible to any user – hidden in the only oppty layout we have) – so I don’t think it’s that.
Only 1 close date in the filter drop down
After discussing with Salesforce support, and thinking this might be a bug – as we say in software industry: it’s a feature.
The easy solution I took was to update the Date field on my CSV file, into the SF native format:
Once completed the update, the insert was working as intended.