How to report on dates 'greater than xx days' please?

Probably not the cleanest solution, but your could have a custom scheduler (BPM?) that calculates and updates a custom integer field days_since_xx_date (whatever date you are trying to report on) and then use days_since_xx_date > 5 (for example) in your report.

Hello Tony Romano , 

Can you check if a "List View" Dashlet, would work ?
There you can use the  "More than __ days Ago" filter:

Let's say you want to have your sales team to see the Opportunities that are not updated since 10 days you can add that with a setup like the one below 




Let me me know if this helps. 

Cheers, 

André 

hi Andre Serrazina 

thanks for the suggestion, but unfortunately the list view dashlet doesn't provide chart options.

Can you maybe suggest the teams that work on list view filter options collaborate with the team working on report filter options, so we align the same options?

Hi Tony Romano ,

You can achieve this functionality with our Upsert Calculated Fields plugin. You would need to create a field with a Sugar Logic calculation to determine how many days it has been since (or until) your desired date value. Then, once you enable that module within our plugin, it will routinely (either every 10 minutes or daily depending on your configuration) go through all records in the module and update any fields with Sugar Logic formulas. 

By doing this, you can then build a dynamic report on that Sugar Logic field to only return records that have a value greater than X days since our plugin will keep the value updated as a near real-time calculation.

Please contact us if you would like to start a trial of the plugin!

Chris

Hi Tony Romano , 

Thank you so much for your valuable feedback! We already have a documented idea for that specific filter, and I'll make sure to note that it has also been requested on SugarClub.

It would be extremely helpful if you could open a support case to indicate that your customer is interested in this feature as well. This helps our Product Management team better understand how many customers are requesting this enhancement, which can increase its visibility and prioritisation.

For reference, you can use Idea #93630.

Cheers, 

André

hi Andre Serrazina 

I'm an independent CRM consultant, therefore no access to create support cases or even view bugs or ideas 

Hi,

why don't you make the ideas proposed by customers visible to all other customers, and allow us to vote on them?

Omar

 Hi Omar Conte,

The process we use to manage ideas can be found and explained here: https://support.sugarcrm.com/resources/working_with_sugar_support/#How_Sugar_Manages_Submitted_Issues_and_Ideas 

The ideas are visible to customers who have support portal access and you can view all ideas in the portal as well (you may need to adjust your filters though). As André touched on above, you can "vote" on an idea by submitting a support case and our support team can add your case to the idea. This best allows our teams to understand the impact and scope of these ideas. 

If you'd like me to have a case created on your behalf and associated with Idea 93630, I'm happy to do so as well to add your vote to it - just let me know! 

I hope this helps!

-Alex

Yes, please.

Thanks!

Would be nice if we were able to look through the "Ideas" and vote up. Does marking the Idea as "Favorite" have any effect on the "importance" of the idea?