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andrew_cummins
andrew_cummins
Helper ⭐️
February 1, 2016

Need more date filters for reports 2.0

  • February 1, 2016
  • 25 replies
  • 131 views
It would be great to have more date filters. Maybe a custom filter that allows you to see anything you want. You would not longer need all the filters you have and no one would probably ask for another filter after this update. You could have it set up so that you say case "Close Date" = DROPDOWN ["last" and "next"] then have a number field I can input any number I want and then after that DROPDOWN ["days, weeks, months, years"]

      25 replies

      andrew_cummins
      andrew_cumminsAuthor
      Helper ⭐️
      February 1, 2016
      Here is a picture of what I am looking for. 

      sumesh
      sumesh
      Helper ⭐️⭐️
      February 4, 2016
      :)

      Thanks for the awesome feedback, Andrew! Team is actually working on implementing what you described. Last option will however be restricted to only "Days".
        andrew_cummins
        andrew_cumminsAuthor
        Helper ⭐️
        February 5, 2016
        That is very cool. I'm glad you all are one step ahead of me. if it is restricted to days that is just fine as well. I can count 🙂
          andrew_cummins
          andrew_cumminsAuthor
          Helper ⭐️
          February 9, 2016
          Do you know what release this would be planned for?
          sumesh
          sumesh
          Helper ⭐️⭐️
          February 15, 2016
          Hi Andrew,

          Tentative ETA is May release.

          Thanks!
            brendan_hsu
            brendan_hsu
            Contributor ⭐️⭐️
            March 14, 2016
            Hi,

            I have a request for the same feature, though I am asking specifically for the "month" option: I would like filter only dates for 3 months out. For example, in all of March I only want results in June. Currently, the only options I have to filter months are current, next, and last.

            Best,

            Brendan
            andrew_cummins
            andrew_cumminsAuthor
            Helper ⭐️
            March 14, 2016
            so you want to be able to "cap" the forecasting to a certain month? 
            brendan_hsu
            brendan_hsu
            Contributor ⭐️⭐️
            March 14, 2016
            Yes
            andrew_cummins
            andrew_cumminsAuthor
            Helper ⭐️
            March 14, 2016
            have you tried to use the term "Next quarter" that would capture April, May, June
              brendan_hsu
              brendan_hsu
              Contributor ⭐️⭐️
              March 14, 2016
              Explored it, but the user of the dash is trying to capture as little extraneous data as possible, and at the end of a quarter, too much will be in the front of the report, ahead of the useful data. Thank you for the suggestion though!
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