FavoritMorgan Hawley fragte in #Sales And Marketing11. Juni 2013, 11:16Hi how do I pull a list of accounts that haven't made a donation in 10 yearsWe are a nonprofit organization and we want to run a report or create a list of past donors that haven't made a donation in the last 10 years. Thanks!2 AntwortenSortierenNach Datum sortierenNach "Am hilfreichsten" sortierenNach Datum sortierenMehr Kommentare laden...Steve Molis (You Owe Me a Beer, Inc.)11. Juni 2013, 11:41You can create a Rollup Summary (Date) field that returns the MAX Close Date and add a filter to only count Won opportunites, then use the MAX Win Date in your reort criteria.Kommentar hinzufügenAntwort schreiben...FettKursivUnterstreichenDurchstreichenListe mit GliederungspunktenNummerierte ListeLink hinzufügenCodeblockBild einfügenDateien anhängenLink-URLAbbrechenSpeichern0/9000Antworten
Steve Molis (You Owe Me a Beer, Inc.)11. Juni 2013, 11:41You can create a Rollup Summary (Date) field that returns the MAX Close Date and add a filter to only count Won opportunites, then use the MAX Win Date in your reort criteria.
