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NehaaNehaa 

Reports Date filters

Hi,

 

I would like to schedule a report to run on a daily basis that pulls the records (created on previous day or modified on previous day).

Can we do this using salesforce reports?

 

I can see only one date field on the template which allows me to select the date range as "YESTERDAY". but I also want to add modified date as "YESTERDAY".

 

Created date = 'YESTERDAY" or modified date = "YESTERDAY".

 

I can do this if I hard code the dates. But user would not like modify the dates everyday.

 

Is this possible?

 

Please help!

 

 

Arunkumar.RArunkumar.R

Hi Nehaa,

 

You can achieve your problem by the following way, Don't filter your report using standard Date field. 

 

Just go to your report and create this custom filter,

 

Click Filter --> Add --> Field Filter --> Add Condition as like Created Date equal Yesterday 

 

 

Hope this may your desired solution....

 

If you found this as your desired solutions, mark this as a best solution and Don't forget to Give Kudos.

 

Thanks and Regards,

Arunkumar.R | Salesforce Certified Developer.

 
LAVAN_SFLAVAN_SF

Hi Nehaa,

 

Create a custom repot and set the below formula in it.

 

Customer Detail: Created Date equals "YESTERDAY"
AND
Customer Detail: Last Modified Date equals "YESTERDAY"
 
Please dont give date on the date field just give "Yesterday" on the date field and run the report, if you have created or modified any records on yesterday it will comes under this otherwise the report is empty. You can schedule this report on daily basis also.