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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

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      cristina_postolache
      cristina_postolache
      Contributor ⭐️⭐️⭐️⭐️
      September 23, 2016
      Much appreciated!
      jennifer_tolton
      jennifer_tolton
      Contributor ⭐️⭐️
      September 23, 2016
      We could really use CY to Date and FY to Date functionality to facilitate our reporting.  Thanks!
        willybeanes
        willybeanes
        Contributor ⭐️⭐️⭐️
        January 3, 2017
        Adding that our company would also like the;
        • "Last N Quarters"
        • "Last N Months"
        • "Last N Weeks"
        options.
        Will Harris
          samantha_braastad
          samantha_braastad
          Contributor ⭐️⭐️⭐️⭐️⭐️
          February 6, 2017
          Do we know when this stands? Quarters and months would be key for our company as we look to do reviews with our customers. 
            alen_horvat
            alen_horvat
            Contributor ⭐️⭐️⭐️
            February 22, 2017
            To expand on @willybeanes comment - in addition to Last N Quarters/Months/Weeks, I think we would require also Previous N Quarters/Months/Weeks. That would give us an option to either include or ignore current Quarter/Month/Week
            • "Last N Quarters"
            • "Last N Months"
            • "Last N Weeks"
            • "Previous N Quarters"
            • "Previous N Months"
            • "Previous N Weeks"
            Last section is critical to us for success snapshot exports which are used for year overviews where reports grouped by Quarters or Months are incomplete.
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