I'm trying to run a report capturing all the contacts that have a note containing a specific key word. In addition to filtering by note content/keyword. I would also like to be able to report on and filter by the date of the note in question.
These are the report filters that I set:
What if my"packet"note was not created/updated in the last 365 days, but some other note within the account was? This filter seems not specific enough to my cause.
Also the "updated in the last" and "NOT updated in the last" doesn't even seem to work - in the "activity time" column in the report results, you can see two future dates showing up , 7/20/2022 and 8/10/2022. I would have assumed that those would have been excluded by my "NOT updated in the last" parameter of 20 days, but apparantly this parameter doesn't account for future dates.
These are the table values I am showing:
For the second entry, Kevin, there are actually 3 tasks in the contact record with the term "packet" in them. One of the tasks, dated 12/14/2021 mentions "packet" in the description. That seems to be the only one appearing here. There are other tasks with packet in the title, dated 12/15/2021 and 2/3/2022, that are not showing up on this report.
For the third entry, Brian, there is a task due 7/20/2022 with "packet" in the description.
For the 4th entry, Doug, There is a note dated 6/8/2022 which mentions "packet" and also a task due 10/10/2022 with "packet" in it. The task, not the note is the one showing up in this report.
I don't understand why this report is spitting out the data the way it is.
I also know there are many more mentions of "packet" within contact records.
UPDATE:
I since updated my first set of filters to expand the reach as best as I could tell (see below), but only captured one more result.
