Can anyone suggest how you can have a report return a set of records that is based on all dates before today? The only option for seems to be to put a date, and each time to change it to today’s date.
Any ideas?
Thanks
Hi @NissimO,
What objects do you want to report on?
The new Custom Report Builder let’s you (Reports > Reports > Create custom report > Custom Report Builder) lets you filter for an object’s create date and only return those who were not updated in the last 1 day – effectively all contacts created before today.
Other options would be list-based and hence only work for contacts and companies. Lists let you check whether one date property is before or after another property – which you could use in conjunction with this custom today’s date property.
For an easier solution, you could create list 1 that filters for contacts/companies created more than 1 day ago – and create a list 2 of contacts who are not a member of list 1. Those contacts must have been created within the day.
Hope this helps!
Hi Karsten,
Thanks for the workaround. Not sure it will work for my scenario. Let me share some more details…
I have a customer date property called “Date of Intro Call” which is automatically populated when a certain form is used to book one of the Account Executives. The date is taken straight from the form submitted using the Hubspot scheduling tool/form.
What I want is a way to generate a report that shows me which of the contacts that are scheduled for dates that have passed are still in a given Lead Status (i.e. Scheduled). Naturally, if the date has passed, the contact should be out of that status, and this is the goal: to have it as a check that all meetings have been updated and that AEs are updating the correct properties.
As such, create date of the contact and whether there have been changes in the last day will not give me the picture I am looking for.
Hopefully, that clarifies the challenge a bit better.
UPDATE: Solution found.
Instead of a report, I generated a Contact List based on contacts that are in Scheduled Status, AND have a Date of Intro Call that is more than 0 days old.
It seems that the options in Lists is quite different from those in Reports.
Thanks for your help.
Hi @NissimO,
That’s what I was about to ask – a filter like this would solve what you were looking for:
Glad your issue was resolved. If I was able to help, I’d appreciate it if you marked the appropriate post as a solution.
Cheers!