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Create a report of Recurring Donations created in the last 7 days, where neither Received Welcome SMS or Received Welcome Email is ticked. Group by Agency
The report shows Contact name, RD name, RG Created date, Agency, Received Welcome SMS, Received Welcome Email
If either Received Welcome SMS, Received Welcome Email is ticked, the line will be removed from the report
The report shows Contact name, RD name, RG Created date, Agency, Received Welcome SMS, Received Welcome Email
If either Received Welcome SMS, Received Welcome Email is ticked, the line will be removed from the report
Just create summary report and group data by using Agency field and apply the filter conditions as like below.
Created date = 23/05/2022 AND (Welcome_SMS__C = False OR Received_Welcome_Email__c = False)
There is no need to create formula field.
If this helps, Please mark it as best answer.
Thanks!!