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Topics#Reports & DashboardsQuestion de Andy Varshneya
Andy Varshneya a posé une question dans #Reports & Dashboards
9 mars 2015, 21:21

Dynamic Member First Associated Date in reports

I'm trying to run a matrix report on lead source detail vs campaign name, but wondering if there's a way to filter for Lead: Created Date = Member First Associated Date.

 

Is that possible?
2 réponses
  1. Sunil Sarilla (M&G Investments)
    9 mars 2015, 22:53
    Hi Andy,

     

    Salesforce reports does not support field to field comparision, please upvote and promote the below idea.

     

    https://success.salesforce.com/ideaView?id=08730000000BrHAAA0

     

    Meanwhile, you can create a formula field of checkbox type on campaign member object and the checkbox field will be checked if the Member First Associated Date is same as the Lead Created Date and use this as a filter in you report

     

    Create a formula field call it "Same Day Association", formula return type Checkbox and the formula is

    IF( DATEVALUE(Lead.CreatedDate ) =  DATEVALUE(CreatedDate ),TRUE,FALSE)

     

     
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