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Report: Inactive opportunities

Kristjan Geir Mathiesen

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

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  • 0

    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

  • 0 in reply to Patrick Sullivan

    Thanks Patrick for your input.

    But that´s the thing, this report needs to be dynamic in order to be scheduled. I assume that both dates in your example are fixed and would not change at the time this report´s schedule would run, correct?

  • 0 in reply to Kristjan Geir Mathiesen

    Hi Kristjan,

    Correct, the dates would be fixed and would not change when a report is scheduled to be sent via email.  We have a Knowledge Base article on a similar topic (http://support.sugarcrm.com/Knowledge_Base/Administration/Workflows/Tracking_Last_Activity_Date/index.html) but I tested out a few different things and I don't believe that is going to meet our needs in this case as it still would provide a fixed date.

    The functions that are used in the report filters are stored in a file at the following location: ./include/generic/SugarWidgets/SugarWidgetFielddatetime.php

    It may be possible to create a custom file, overriding that stock file, which would also include a "more than 10 days ago" filter.  I'll give others the opportunity to provide feedback on the exact code that would be used but it would probably incorporate something like the stock "queryFilterTP_last_7_days" function but for 10 days instead of 7, and then returning everything prior to that.

    Regards,

    Patrick

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