Limited on the date filter. Looking for a way to filter data by date range, this week, next week, last week, next 30 days, etc.
Although most of those examples are not built into ReportPlus, you can handle a custom range after adding a date field within the "Show Filters for" section.
This screenshot demonstrates the filter rules for a date field. After tapping the filter button, marked "All Time" you can instead use a 'Custom Date Range' of your choosing to customize your report.
Thanks for the reply. While this is a solution, it doesn’t really help. One example I need this for is following up on when a supplier is supposed to make a shipment, Estimated Time of Departure. It’s too cumbersome having to remember changing the date range filter every day. Plus, I would would need to update the date range filter on 8+ reports I have running.
I figured out a good solution though. In my report I have a date field, ETD. I then created a new field in ReportPlus, "ETD # days" with the formula [ETD]-today(). I then set conditional formatting >=7(Green), <7 and >=0(Yellow), <0 Red.
Now when I run a report I can easily see everything I need:
Red: Goods that have missed ship date
Yellow: Goods that are to ship within next 7 days.
Green: Goods that are to ship in +7 days
I’m using this with Salesforce. You have a great product! I’m very pleased with it!
Thank you your update. We really appreciate your feedback and I'd like you to add your ideas to our website for enhancing future additions to our applications.