Finding modified records only

Hi there

Is there a way how I can create a report to find records modified in the last 30 days but not created during the last 30 days ?

Kind of 'Date modified = last 30 days AND Date created NOT last 30 days' ?

Thanks !

Hugo

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  • Hi Hugo,

    Sugar reports do not offer a dynamic filter to retrieve records over X days ago so your best option with the standard functionality is to use a run-time filter where you adjust the date created filter each time you want to run the report. 

    If you would like the report to be dynamic, here are 2 options:

    • Build an Advanced Report: This option requires knowledge of SQL to build out. If you need help with writing the SQL, build out the report how you want through the standard report builder and then use the 'Show Query' feature to get the SQL to generate the majority of your report content. With that query, you would then only need to replace the Date Created criteria in the WHERE clause with the dynamic condition you want. The main drawbacks with Advanced Reports is that they do not offer any options for visual charts and they do not contain clickable links to records, so this option is best-suited if you only care about retrieving data.
    • If using Sugar's standard reporting is important for your use case. We are working on a product that would help you achieve this outcome. You would use Sugar Logic to validate whether the date modified and date created fields meet your specific criteria and then our product would evaluate that formula on a regular (e.g. daily) basis to ensure your report results are reliable and accurate. If you would like to learn more about this product, please feel free to contact us via our website and we can schedule a demo.

    Chris

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