Create a Saved Time Search Grouped by Period

User needs to have a standard Period field in the results of a Saved Time Search. A formula may be used to pull up the Period field which can then be grouped.

1. Navigate to Lists > Search > Saved Searches > New

2. Click Time

3. Search Title: Enter the Name

4. Click Results
5. Click Columns
   • Field:
   1. Select Formula (Text)

      • Summary Type: Select Group

      • Formula: Enter to_char({‌date}, 'Mon YYYY')
6. Click Preview or Save & Run