This knowledge article walks you through creating a custom Formula field on the Activity object that determines the day of the week from an activity date. The field can then be used in a Matrix report to display activities, such as calls and emails, broken out by each weekday, along with weekly grand totals, all within a single report.
This can be achieved by creating a custom Formula field on the Activity object and using it as a column grouping in a Matrix Report.
Step 1: Create a custom Formula field on Activity
Step 2: Enter the Formula
CASE( WEEKDAY( ActivityDate),1, '1. Sunday',2, '2. Monday',3, '3. Tuesday',4, '4. Wednesday',
5, '5. Thursday',6, '6. Friday',7, '7. Saturday',NULL)
Note: The numeric prefix ensures that the days are sorted in the correct chronological order in the Report. Without numbering, the report will sort the days alphabetically, which can place Friday before Monday
Step 3: Create the Report
Step 4: Build The Report
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