Question
Report Builder issues in pulling in data from over a year ago
I am having issues with pulling in data from over a year ago into a Report I am building in the Report Builder tool.
The report is build on the Task object from SFDC. Since we are moving into GS from SFDC, I am trying to pull in the Activity History for each account from salesforce and provide that as a table in the C360.
My set up includes basic Task info such as 'Completed Date', 'Type', 'Subject', etc in the "Show me:" section.
The only filters I have set up are for "Status" and the "Completed Date". However, when I move that completed date back from 365 days to 730. It doesn't pull in any more of the logged tasks. I have tried to filter down to specific accounts to check if this was only an issue with certain accounts or globally. It looks like it just cuts off around 1/8/2017. It doesn't pull in any tasks that were completed in 2016.
This would be valuable information for our CSMs as they then can look back 2 or 3 years and see how those renewal discussions went.
Is this a limitation of the Report Builder itself? Or is this a bug, or am I just setting this up incorrectly.
The report is build on the Task object from SFDC. Since we are moving into GS from SFDC, I am trying to pull in the Activity History for each account from salesforce and provide that as a table in the C360.
My set up includes basic Task info such as 'Completed Date', 'Type', 'Subject', etc in the "Show me:" section.
The only filters I have set up are for "Status" and the "Completed Date". However, when I move that completed date back from 365 days to 730. It doesn't pull in any more of the logged tasks. I have tried to filter down to specific accounts to check if this was only an issue with certain accounts or globally. It looks like it just cuts off around 1/8/2017. It doesn't pull in any tasks that were completed in 2016.
This would be valuable information for our CSMs as they then can look back 2 or 3 years and see how those renewal discussions went.
Is this a limitation of the Report Builder itself? Or is this a bug, or am I just setting this up incorrectly.