Report: Inactive opportunities

Hi all.

I want to do a report that shows all Opportunities that were updated more than 10 days ago (basically inactive opportunities) and would like this 10 day to be a "floating" timeframe (i.e. the 10 day period is from the date the report is run). You see, I plan to schedule this report so it has to be dynamic.

In Reports there is all kinds of options so I assume I´ll have to combine some together but I´m stuck!    Help... Any ideas?

This one would work if I could have a "not" infront of "Last Quarter" 

Alex Nassi - do you have any pointers?

Thanks,

KGM

Parents
  • Hi Kristjan,

    I would probably recommend using the "is between" operator for the filter so that you can choose to display all of the opportunities last modified between two specified dates.  You could select something like 01/01/1999 as your first date (unless you happen to have opportunities from prior to 1999 that you want to include) and then you could choose 10 days ago as your second date, as shown in the following screenshot:

    00000402.png

    There might be a few other ways to do this, but I think that this would likely be the most straightforward.  Please keep in mind that if you are going to be using this report long-term into the future, you will have to change the second date on the filter to represent the date that was 10 days ago.

    Regards,

    Patrick Sullivan

    SugarCRM Support

Reply
  • Hi Kristjan,

    I would probably recommend using the "is between" operator for the filter so that you can choose to display all of the opportunities last modified between two specified dates.  You could select something like 01/01/1999 as your first date (unless you happen to have opportunities from prior to 1999 that you want to include) and then you could choose 10 days ago as your second date, as shown in the following screenshot:

    00000402.png

    There might be a few other ways to do this, but I think that this would likely be the most straightforward.  Please keep in mind that if you are going to be using this report long-term into the future, you will have to change the second date on the filter to represent the date that was 10 days ago.

    Regards,

    Patrick Sullivan

    SugarCRM Support

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