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Report Filter - Optional

reporting report Account Report

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#1 ericlevin

ericlevin

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Posted 14 October 2013 - 09:42 PM

I am trying to create a report on Accounts that filters on the following:

* Billing Address State (available at run time)
* Notes - Latest Date Time - but I want this filter to be optional.

Use case:
* I want to see all my accounts where state = NY. I then want to further filter to those accounts where the last note I took (so the last interaction I had) was > 90 days.

I would use this to find the Accounts or prospects that are the most stale by state to help with my targeting.

Does this make sense?

My challenges:
* If I add the Notes filter and set it to none the report fails
* there is no option for > x days on the date field

#2 Jason

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Posted 15 October 2013 - 03:06 PM

Currently we are working on this:

https://www.pivotalt...y/show/58114850

which will allow you to have a last activity stamp on the contact that is auto populated. this way you could easily run a report.


Jason Green
Zurmo Team
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