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Anonymous DeveloperAnonymous Developer 

Help Formula for this question :)

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

Report shows Contact name, Recurring Donations name, Recurring Donations 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.
Best Answer chosen by Anonymous Developer
AnkaiahAnkaiah (Salesforce Developers) 
Hi,

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!!


 

All Answers

AnkaiahAnkaiah (Salesforce Developers) 
Hi,

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!!


 
This was selected as the best answer
Anonymous DeveloperAnonymous Developer
We have the same code but when the checkbox of either 2 fields is checked or ticked the contact recurring donation is still present and not removed from the report. How do I make it so that the contact is removed from the report if either field is ticked?