Trying to see if there is a way to create dynamic reports for sales dashboards based on date fields to display 'greater than xx days'.
I naturally assumed this was possible and common requirement, but can't find a way to do this using Sugar reports, only Advanced reports which cannot be added to Dashboards and not easy for users to choose their own xx days.
Any ideas welcome.
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 ,
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
