How to create a report that summarizes various dates as monthly totals?
I have a Project Tracker sheet where we keep track of all our projects, their status, if it's been invoiced, and the date of the invoice.
In Excel and Google Sheets, we can easily create PivotTables to summarize all the dates of the projects marked as 'invoiced' by month, so we can see the the monthly and annual invoiced total.
I'm having trouble figuring how to do this Smartsheet? I can't purchase any additional apps or services, so hoping I can use the existing Report or other baked in functionality to accomplish this?
The invoiced dates in the project tracker are regular date formats (4/1/2022). And in the report we want them to be like:
Month # projects $ invoiced
January 2022 X $XXXX
February 2022 X $XXXX
March 2022 X $XXXX
April 2022 X $XXXX
Annual Total: XXX $XXXXX