Lists, Lead Scoring & Workflows

kaious
Stratege/Strategin

Difference in report date filters?

I'm trying to create a report showing company details for contacts created last week.

If I create a single object report, it's easy to create it for contact create date is last week. However, when I go to the cross-object report, and select contact create date as the date filter, I have no option to select last week - I can do a rolling 7 day period, but not the previous calendar week.

Anyone 1) have any idea why this is? 2) have any ideas on a workaround to achieve this?

 

Screen Shot 2020-07-13 at 3.12.18 PM.pngScreen Shot 2020-07-13 at 3.12.53 PM.png

4 Antworten
hannahflat
Mitwirkender/Mitwirkende

Difference in report date filters?

100% agree that this is needed! 

0 Upvotes
SComeau
Stratege/Strategin

Difference in report date filters?

I am also having this issue! We need to know how many contacts were created by a certain lead source for the week! Very frustrating

sharonlicari
Community-Manager/-in
Community-Manager/-in

Difference in report date filters?

Hi @kaious 

 

I think it could work to use less than 7 days or you also could try to filter with a custom Date picker property.

 

I hope this helps

Sharon

 


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kaious
Stratege/Strategin

Difference in report date filters?

Thanks Sharon, but less than 7 days ago would give the previous 7 day period, not the last calendar week (ie the report would be different if I looked at it on Monday and then again on Wednesday).

 

Custom date picker fields have the same filter options available as the create date field, so unfortunately that won't help either.

0 Upvotes