Dashboards & Reporting

david20100
Miembro

Report Filter activity date = today

resolver

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?  

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1 Soluciones aceptada
NicoleSengers
Solución
Guía | Partner nivel Elite
Guía | Partner nivel Elite

Report Filter activity date = today

resolver

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

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3 Respuestas 3
NicoleSengers
Solución
Guía | Partner nivel Elite
Guía | Partner nivel Elite

Report Filter activity date = today

resolver

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
Miembro

Report Filter activity date = today

resolver

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

MiaSrebrnjak
Administrador de la comunidad
Administrador de la comunidad

Report Filter activity date = today

resolver

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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