Filter options for excluding today from the reports

JDoddapaneni

Hi Team,
I'd like to suggest a new feature for the reporting filters.

 

We recently had a requirement were we needed to build a report that shows the deals that entered a specific deal stage in the last 3 days excluding today. It was not possible to exclude today with the current options available on the report filters. We had to go creative, we built a list with the deals for today and excluded the list members from the report, that solution worked but it consumed a lot of time to understand that it was not possible to achieve this from the native report filters. 

I also wanted to make a mention that when I logged a support request for the same, the AI Assistant did not give me the right solution. It sugegsted 2 options and both were not possible. One of the suggestions was to set a rolling date range on the 'is between' oprator which is not an available option in the filters, this felt misguiding. Please find the screenshot attached from the same.

JDoddapaneni_0-1757600493153.png

Please let me know if I was misreading the AI Assistant anywhere.

Having an option to exclude today would make reporting much more intuitive and save users a significant amount of time.

 

Thank you.

1 Reply
franksteiner79
Recognized Expert

Hi @JDoddapaneni 

 

Can you not just add an additional filter to your report with "date entered stage [xyz]" is not today 🤔🤷‍♂️

 

Frank