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andrew_cummins
Helper ⭐️
Feb 1, 2016 10:33 PM UTC

Need more date filters for reports 2.0

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
    Helper ⭐️
    Feb 1, 2016 10:34 PM UTC
    Here is a picture of what I am looking for. 

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    sumesh
    Helper ⭐️⭐️
    Feb 4, 2016 11:50 AM UTC
    :)

    Thanks for the awesome feedback, Andrew! Team is actually working on implementing what you described. Last option will however be restricted to only "Days".
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    andrew_cummins
    Helper ⭐️
    Feb 5, 2016 11:51 PM UTC
    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 🙂
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    andrew_cummins
    Helper ⭐️
    Feb 9, 2016 2:42 PM UTC
    Do you know what release this would be planned for?
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    sumesh
    Helper ⭐️⭐️
    Feb 15, 2016 9:26 AM UTC
    Hi Andrew,

    Tentative ETA is May release.

    Thanks!
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    brendan_hsu
    Contributor ⭐️⭐️
    Mar 14, 2016 5:56 PM UTC
    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
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    andrew_cummins
    Helper ⭐️
    Mar 14, 2016 6:09 PM UTC
    so you want to be able to "cap" the forecasting to a certain month? 
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    brendan_hsu
    Contributor ⭐️⭐️
    Mar 14, 2016 6:20 PM UTC
    Yes
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    andrew_cummins
    Helper ⭐️
    Mar 14, 2016 6:58 PM UTC
    have you tried to use the term "Next quarter" that would capture April, May, June
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    brendan_hsu
    Contributor ⭐️⭐️
    Mar 14, 2016 8:15 PM UTC
    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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