Report Filter activity date = today

david20100 · ‎Jan 17, 2023

Hi, we have a report that contains activity date. I want to get all activity that are not completed before the day i take a look at the report.

If i choose today - the net week it will stay at the last today date (january 17).

So if on next tuesday, i look at the report, i want to see all activity not completed before january 24. It is something we can do?

NicoleSengers · ‎Jan 18, 2023

Hi @david20100

The workflow criteria offers fewer options than lists so perhaps look at using a list and use the criteria Activity date is less than 1 day ago. You can then use the list to enrol in the workflow. I have attached an example screenshot.

Did my post help answer your query? Help the Community by marking it as a solution

Kind regards,
Nicole Sengers

Lösung in ursprünglichem Beitrag anzeigen

NicoleSengers · ‎Jan 18, 2023

Hi @david20100

The workflow criteria offers fewer options than lists so perhaps look at using a list and use the criteria Activity date is less than 1 day ago. You can then use the list to enrol in the workflow. I have attached an example screenshot.

Did my post help answer your query? Help the Community by marking it as a solution

Kind regards,
Nicole Sengers

david20100 · ‎Jan 19, 2023

Thanks @NicoleSengers i will take a look at this. I'm kinda new to hubspot. I will try to apply your solution. Thanks

MiaSrebrnjak · ‎Jan 18, 2023

Hi @david20100,

Thank you for reaching out to the Community!

I wanted to invite a couple of subject matter experts to this conversation to see if they have any suggestions:

hi @ChrisoKlepke, @Mike_Eastwood, @NicoleSengers, do you have any tips for @david20100? Thank you! ⭐

Cheers
Mia, Community team

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