HubSpot Ideas

ddobrien2

Filter Reports by "Is before Last Quarter" or "Is After Last Year"

Hi. I'm trying to filter a report by contracts that were active as of the last quarter (I'm trying to report on the number of active contracts as of the previous quarter). I don't want to include contracts that were won after the previous quarter ended, and I don't want to forget to count contracts that were active last quarter but were cancelled after the quarter ended. Right now, I can filter a report using contract "start date is before" and use the actual date of the beginning of the current quarter (meaning the contract started before that date - and therefore was active in the previous quarter). But it would be so much better if I could use the "is before" with "previous quarter" (and in other places, I'm sure "previous year," etc. would be helpful. The same applies to the filter "is after." For now, I have to update the exact calendar dates in the filter every quarter vs. just having the report always updating to reflect the numbers as of the quarter. Seems like relatively easy logic to combine the existing "is before" and "is after" logic with "last quarter, this quarter, last year, this year, etc.
1 Reply
kaious
Top Contributor

Absolutely agree this would be useful. Not sure about for your case, but for my use case, even just being able to use an "is not" filter along with "this quarter" would help solve it, eg:

I want to show all deals that were closed in the previous quarter or earlier:
- close date is more than 0 days ago
AND
- close date is not this quarter
(that would achieve the desired outcome IF we has the "is not" option)

I thought I had a work-around, but had forgotten that the date filters for lists are different, therefore the below doesn't actually work 😞
1) create a list with the date ranges you want to exclude (in my case, it's close date is this quarter)
2) add a list membership filter to the report, set it to "is not member of list" then add any other criteria (eg in my case close date is more than 0 days ago).