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Andy Jones
Creating a search for Today +/- 7 days
Hi,
What is the formula to create a report that searchs for a date field + OR - a given number of days (7) in thiscase.
I know I could do this from two reports but that seems incredilbly clumsy to me.
Thanks in advance.
What is the formula to create a report that searchs for a date field + OR - a given number of days (7) in thiscase.
I know I could do this from two reports but that seems incredilbly clumsy to me.
Thanks in advance.
Hi Andy
I believe this is available on the Salesfore Report and should be an easy one.
When you customize the report, you will see Filters / Show / Date Field. In the Date field filter, select the Range NEXT 7 Days or Last 7 Days and the report does what you want.
Are you looking for this only ? If not, update more details.
Note : If this answers your question, please mark this as Answered, thus helping others.
One solution would be to add two date filters to the report and set their logic to OR
Example:
Filter 1: Close Date equals "Last 14 Days"
Filter 2: Close Date equals "Next 7 Days"
Filter Logic: 1 OR 2
This will include everything with a close date in the 21 day window.
Salesforce does provide the ability to use the relative date field (Last / Next ?? Days) in the report for one filter only and that is standard / Out of box Filter. If one creates a Custom Filter (using ADD Filter option), relatives values cannot be used. Date needs to be hard coded.
Salesforce does allow the use of Relative Filters in CUSTOM VIEW for more than one filter. If you can use Custom View to achieve what you want, you can do that.
If you have created two filters using Relative values, please do attach screenshot of the same. It would be good to know what workaround was used.
Feel free to add on how the situation was addressed.
Note : If this answers your question, please mark this as Answered, thus helping others.
The report builder does allow you to use relative date literals in the custom filters. Here is an example of what I suggested to Andy.
I remember adding literals earlier (on a custom object) to my post, it did not work. I tried on the Opportunity object and it does work now. Are there any limitations on the objects which are supported ? If not, is it supported for all data types on all objects ?